self managed superannuation funds

The self-managed superannuation fund sector is becoming a big part of the superannuation industry sector. The advantages of managing your own retirement, investing in wide range of assets, and even saving costs involved in the running of the fund can all be very valid reasons of running your own fund.

Given the rise in the self-managed superannuation fund industry, the ATO has been much more interested in the running of the funds and ensuring Trustees are both advised well of their responsibilities and of course are adhering to the law. We can help.

The principal, Michael Lutz, has achieved SMSF Specialist Advisor accreditation with the SMSF Association which is an industry wide accreditation that indicates a high level of professional knowledge in the sector. We are therefore able to assist you with your SMSF matters, from establishment, pension issues, knowledge of the superannuation law, contributions, investment rules, and winding up of the fund.

We partner with right professionals to help you with your SMSF matters. Our independent professionals can provide audit for your Fund, provision of limited recourse borrowing arrangements, and general advice on superannuation matters.

Contact us to see how we can help.

Michael Lutz SSA™, SMSF Specialist Advisor ™

SMSF-Specialist

 

We required an accountant with skills and experience in small business, self managed super funds and personal income tax, who provided client focused service, demonstrated attention to detail and was proactive rather than reactive in their approach....Read More

- Bruce W from Darlington

Thank you very much for taking the time to think outside the box when you realised that I was to receive a substantial fully franked dividend that would take my tax outside of its normal boundaries and with your ideas saving me a considerable amount ...Read More

- Gary A

We first engaged the services of Michael Lutz at Hillview Taxation & Business solutions in 2013 as we were not satisfied with the service from our previous taxation agent who had grown and lost perspective of the client being an individual with speci...Read More

- Rick & Fran
Phone: 0402 091 560
Fax:
10 Burgess St
Midland WA 6056