Offering control, flexibility and cost effectiveness
For most Australians their superannuation represents a lifetime of saving and provides a promise of a bright and comfortable future. Many people today are choosing to manage their super investments through a Self-Managed Super Fund (SMSF) as they are looking for control and flexibility, choice of investments, cost effectiveness and a means to look after their family.
Establishing and managing a SMSF can be daunting. However, at Rosenfeld Kant & Co we have experts in-house to guide you every step of the way. From establishment through to annual tax & audit, investment reporting, contribution monitoring and payment of income streams at retirement, we can assist.
Our service offerings are flexible and can be customised to meet your unique requirements. We can do as much or as little as you need.
For guidance every step of the way.
Considering a SMSF?
To find out if a SMSF is the right option for your circumstances, talk to us today. Our team can explain the process and will help you to evaluate if it’s the ideal solution for your situation.
Managing the Fund
Once we establish your SMSF or if you have an already established SMSF, our specialists can assist with its management. Our services include annual accounts, taxation & audit, general taxation & compliance advice, investment reporting, contribution strategies, retirement income streams and specialist advice on death or divorce.
We will ensure all statutory requirements are met so you can enjoy a worry free retirement knowing your SMSF is being looked after.
Gemma Kovaloff
Senior Manager, Rosenfeld Kant & Co SMSF Division
Gemma is the head of Rosenfeld Kant’s SMSF Division. A Chartered Accountant, she is a SMSF Specialist Advisor™ with the SMSF Association.
For the last 18 years, Gemma has worked exclusively with SMSFs assisting Trustees meet their regulatory obligations as well as providing strategic advice to meet their retirement goals.
Contact us for a complimentary, no obligation consultation.
