Self-Managed Super Funds (SMSF) Northern Beaches
Isn’t it time your super fund worked for you?
Planning for the future is essential to achieving financial freedom. In fact, over 1 million Australians are already reaping the benefits of an SMSF.
Here are just some of the many reasons why Australians and locals in the Northern Beaches are starting their own SMSF:
- Greater control over where their money is invested
- Align your personal goals with investment strategy
- Reduced tax liability
- One set of fees to consolidate all super assets into one group
- Financial freedom in retirement
Want to discover the potential of your personal wealth with an investment strategy that puts you in control of your money?
Bridge Legal works hand in hand with you, your financial planner and other experts to help individual and corporate trustees align their personal goals with a tailored SMSF plan to satisfy the collective interests of all trustees.
Let’s Get Started
Bridge Legal works with a range of professionals to provide a wide range of SMSF services for individual and corporate trustees.
From setting up the fund to managing the daily activities, you receive professional legal and financial advice to satisfy all your requirements. Such professionals will provide you with up-to-date information on changes to regulations and requirements for the tax department.
If you’re starting an SMSF from scratch in Northern Beaches, you can request an obligation-free meeting to help decide if an SMSF is right for you.
From there, you get all the necessary support to:
- Create a trust deed
- Appoint trustees
- Set up a bank account
- Roll over your super
- Register with the ATO
- Plan your investment strategy
Complete SMSF Management
Managing the daily requirements of your SMSF is essential to staying compliant and on-top of your finances.
Bridge Legal can refer you to reliable and trustworthy referrer partners that can manage your administration duties and oversee your investment strategy to ensure your assets are working in your favour. The team can also help with estate planning, SMSF property purchases in Northern Beaches, arranging income protection and total permanent disability cover.
Our referrer partners can assist you with the following
- Tailored investment advice
- Budgeting for ongoing expenses
- Monitoring and reviewing performance of assets
- Meeting tax liabilities
- Record keeping and preparing for annual audits
Why Choose Bridge Legal
Whether you’re an individual or referrer associate, Bridge Legal offers a complete range of SMSF services to satisfy your needs.
The Bridge Legal office is located in North Sydney and only a 30-minute drive from Northern Beaches. There is plenty of free and secure paid parking in the local area for your convenience.
- Achieve greater control of your investments
- Setting up and managing SMSFs
- Tax-effective strategies
- Align your personal goals with your investment strategy
- Record keeping and administration
- Ongoing advice and support