Why a SMSF?
Many Australians are discovering the control and flexibility of a Self-Managed Super Fund (SMSF). If you want to unlock the potential of your super fund – Bridge Legal can help you set up your SMSF documentation.
Servicing the Inner West, Bridge Legal offers everything you need to set up an SMSF while keeping you compliant and helping you retire comfortably. You get professional advice and support to set up your trust fund documentation.
All of this comes at a reasonable fixed cost.
Starting a New SMSF
An obligation-free meeting at our office in North Sydney servicing the Inner West will help you decide whether an SMSF is right for you. Before going ahead to start a new trust, you get a full understanding on the pros and cons of an SMSF, and the responsibilities of being a trustee.
Should you wish to proceed we can recommend referrer partners to ensure your financial circumstances are sound and who can also take care of the formalities on your behalf:
- Starting a new bank account
- Rolling over the super funds into your account
- Choosing a tax-effective structure
- Establishing an investment strategy
- Performing a risk assessment
- And much more…
Already Have an SMSF?
Even if you’re satisfied with the current standing of your SMSF, Bridge Legal can assist you with required amendments to trust deeds. This is required from time to time when changes occur to the SIS ACT. Failure to be compliant can be harsh, its always good to get another opinion.
Smarter Property Investment
Navigating the property market can be tricky and full of guesswork.
Bridge Legal reduces the risk of property investment by providing up-to-date advice on the rules regarding an SMSF property purchase. You also get tailored advice regarding the fees, charges and tax requirements for purchasing with a SMSF.
If you wish to acquire a loan, our team servicing the Inner West can advise you on the most suitable borrowing arrangement for your purchase.
Why Choose Bridge Legal
- Easy to set up SMSF
- Ongoing support and advice
- Legal Tax compliancy
- Expert advice in clear, simple language
- Offices conveniently located in North Sydney
- Obligation-free meeting