KEEP-IT-SIMPLE SMSF

Delivering a complete SMSF administration and compliance solution

A cost-effective solution for SMSF trustees who want to “run their own show”, minus the administrative burden.

Keep-It-Simple SMSF is a ‘no advice’ model which delivers a comprehensive administration and compliance package. We’ve tailored this service for do-it-yourself SMSF trustees who prefer to keep things simple – people who want the control and transparency that self-managed super offers, and prefer simplicity when it comes to investments and running their fund.

Whether you’re just starting your SMSF journey, or you’re an experienced do-it-yourself SMSF trustee who wants to outsource the administrative hassles, Keep-It-Simple SMSF provides a cost-effective solution for you.

What sets us apart?

Keep-It-Simple SMSF is backed by a wealth of expertise in self-managed super and investment management. You can rest assured that our expertise is there if you need it, on a fee-for-service basis. You only pay for our advice if and when you need it.

Is an SMSF right for me?

An SMSF is a private super fund that you manage yourself. They are designed for those who want direct control over their retirement savings and investments. They can have up to six members. They are a common vehicle for super savings with almost 600,000 SMSFs in Australia holding approximately 26% of total super sector assets.

The attraction of an SMSF is that you have control of the assets and you have more flexibility as to what sort of retirement income stream you pay yourself when you go from the accumulation phase to the pension phase.

The ATO offers some excellent resources for helping you decide if an SMSF is right for you. If you’re thinking about setting up an SMSF you need to consider the cost, time and skills required.

Click here to learn more.

Of course, we also offer a full advice and strategy service, and can provide comprehensive advice taking into account your personal circumstances. Call us on 1300 623 936 to discuss your needs in more detail.

How will Keep-It-Simple SMSF help me?

Letting us take care of the administration for your SMSF frees you up from the burden of ongoing administration requirements, and provides peace of mind that your administration obligations are taken care of. You can relax, knowing that nothing will fall through the cracks.

In short:

  • We take care of all the administration. Clever use of technology means we can seamlessly record and manage contributions, investment income and earnings and income streams.
  • We take care of your annual compliance requirements, including the SMSF’s accounts, tax return and audit reports.
  • We use digital signing technology, which means most paperwork can be completed electronically.
  • You have complete, 24-hour visibility over your investments and your member balance through our online platform, Class.
  • We can manage the establishment of your SMSF if you’ve decided to set one up, and roll your super from an industry or retail fund.

Bear in mind, whilst we can take care of the administration and compliance requirements, you are ultimately responsible for the fund.

Our Fees

We are happy to discuss our fees with you.

Call us on 1300 623 936 or email admin@mcinvest.com.au for more information.

Contact Us

Please complete the following form to contact McEwen Investment Services today

 

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McEwen Investment Services

4/53 Grandview St
PYMBLE NSW 2073
 
McEwen Investment Services Sydney North Shore