Bridge Legal – SMSF Specialists in North Sydney
More and more Australians are discovering the benefits of a Self-Managed Super Fund (SMSF).
Guidance from an experienced SMSF legal specialist in North Sydney can ensure that documentation and Trust structures are compliant and relevant to your circumstances. We can also refer you to specialists in the fields of financial planning and accounting.
Our years of industry experience and up-to-date knowledge can guide you on the path to a comfy retirement.
Whether you’re starting a new trust or need advice on your current SMSF, our services are available to you.
Plan Your Future
The goals of an investment strategy should line up with your retirement plans. Each trustee has their own goals and deserves equal consideration in the group.
Bridge Legal can assess your strategy and offer advice regarding your trust structure and compliance needs. We also perform a risk assessment to identify areas of conflict and provide resolution strategies.
Start a New Trust
Taking control of your self-managed super fund is a big responsibility. Not everyone is equipped to start an SMSF.
Visit our North Sydney office and we can assess your financial situation and discuss the positives/negatives of starting an SMSF. Rest assured, you get all the information you need to make an informed decision before going ahead.
If you decide to proceed, we can help you do the following:
- Create the trust deed
- Appoint your trustees
- Set up a bank account
- Register with the ATO
- Choose a suitable tax strategy
- Transfer your super into the nominated account
- Plan your investment strategy
Get Help with Your Current SMSF
Are you satisfied with your current SMSF structure, but need advice on investing or other details? The support of an SMSF specialist can give you the advantage.
From paperwork to investment strategies, compliancy and account management, our comprehensive network of referrer services cover all your SMSF needs.
Purchasing Property in your SMSF
SMSFs give you the flexibility to invest in all kinds of assets.
Do you want to purchase property with an SMSF? Our rerferrer partners can assess the viability of your potential investments in or around North Sydney, whilst Bridge Legal ensures that your property purchase transaction runs smoothly. Our team can also work with all relevant party members to ensure your property investment is a success.
If you wish to obtain a loan, your SMSF specialist can advise you on a suitable strategy to minimise risk.
Keeping You Compliant
Staying up-to-date on government and tax regulations can be a headache.
Our licensed experts can advise you on the latest superannuation changes in clear and easy to understand language. This crucial information will help you stay one-step ahead and avoid any nasty surprises later on.
Other services our referrer partners provide include:
- Submitting tax documentation
- BAS lodgements
- Asset ownership documents
- Reporting obligations
- Meeting and recording obligations
- Administration requirements