SMSF Administration

Are you considering moving your superannuation to an SMSF? Whether you’re looking to invest in property, optimise tax savings, or tailor your retirement strategy, Amalgam Advisors is here to provide expert guidance every step of the way.

Setting up an SMSF requires careful planning to meet regulatory requirements and align with your financial goals. From structuring your fund and appointing trustees to establishing compliant investment strategies, we can handle the details. Once your fund is active, we manage ongoing administration, including financial reporting, tax filings, audits, and ATO obligations, ensuring everything runs smoothly.

A strong investment strategy is essential for growing your SMSF. We help dentists, doctors and vets to make informed decisions across various asset classes, including direct property, shares, and managed funds.  Whether purchasing commercial premises for your practice or another investment, we structure the arrangement for long-term growth.

Maximising tax benefits and securing your retirement are key aspects of an SMSF. We provide tax planning strategies that reduce liabilities, including concessional tax rates on earnings, CGT discounts, and tax-free income streams in retirement. Additionally, we can assist with estate planning, ensuring your SMSF assets are distributed according to your wishes while minimising tax implications for beneficiaries.

If you’re considering an SMSF or need expert management of your existing fund, Amalgam Advisors provides comprehensive support tailored to healthcare professionals. Contact us today to discuss how we can help you to take control of your financial future with an SMSF.