Self Managed Super Funds

Build a Brighter Future With our Expert Help

Skybridge Financial uses the latest cloud technology to provide top-quality SMSF services. We have our own AFSL license which enables us to deal with all aspects of your super in-house, making us faster, more accurate and more convenient than other providers.

Set Up and Establishment

Our experts will help you with all the administration involved with setting up your SMSF. We’ll ensure all paperwork is completed and filed so you’re all set to start maximising your investment potential.

Skybridge Financial attends to all aspects of the set up process including:

  • The Trust Deed, supporting minutes, and documentation
  • Australian Tax Office applications for a Tax File Number and Australian Business Number for your SMSF
  • Establishment of your Cash Management Account
  • Completion of rollover forms for existing superannuation balances
  • Incorporation of Trustee Company if required
  • Set up Bare Trust structure if the SMSF is going to borrow to acquire residential property

Annual Compliance & Administration

The ongoing obligations of an SMSF can be complex. We ensure you’re always compliant and that your investment is reported on accurately and efficiently, in accordance with current regulations.

Skybridge Financial attends to all of the following compliance requirements:

  • Preparation of annual financial statements
  • Preparation and lodgement of Income Tax Return with the Taxation Office
  • Preparation of annual Trustee resolutions and minutes
  • Facilitation of annual audit of the SMSF
  • Preparation of all required documentation to support the commencement and payment of pensions in the SMSF

Outstanding Support with our Investment Portfolio Service

As a Skybridge Financial client, you’ll have the peace of mind of knowing that your personal advisor is only a call away to help you deal with issues and seize opportunities as they arise.

We treat all our clients as individuals, and will help you to structure your SMSF in a way that helps you to achieve your financial goals. We’ll review your needs and objectives annually, and provide regular updates on your portfolio performance.

When you choose Skybridge Financial to manage your SMSF we give you total control, and all the advice and support you need to create a successful financial future.

Ready To Gain Control Over Your Super?

Skybridge Financial gives you the tools you need to gain clarity and control over your money. With the help and support of our team of financial experts you can grow your personal wealth and build an income for your retirement.

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