As previously mentioned, the setup and management of a SMSF requires the expertise of various professionals.
These professional can include:
- Financial planner,
- Mortgage broker,
- the banks credit assessor,
- the banks solicitor,
- Property valuer,
- Real Estate Agent, and
- an accountant.
We don’t believe that an individual can really “do it yourself”.
CA Financial services will also recommend the use of a SMSF administrator to provide daily updates on the SMSF.
Due to the dollar based fee nature of SMSFs we believe the cost can be substantially lower and compliant with the appropriate administrator.
At CA Financial Services we consider the administration and maintenance of a SMSF with the utmost importance when running a SMSF. We believe an administrator that provides the full range of services is the best option instead of a one off “no frills” administrator. There are compliance and regulatory issues that a trustee that must adhere to at all times and the penalties of non compliance can be very extreme. Contact CA
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Carole was fantastic throughout the process of restructuring our loan. She got us a great deal and explained all the features and how we could use them. I had plenty of questions along the way and Carole answered them promptly and simply. I would recommend Carole to anyone seeking a new mortgage or financing an existing loan. Ben Harper, Nestle – Demand & Supply Planning Manager