HOW WE WORK WITH YOU -
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Setting up my SMSF was made easy by Ballast, and its administration has run seamlessly and painlessly ever since.
Walk-in, call ahead or book an appointment online to speak directly to a member of our team about how we can assist you.
Our experienced team of administrators can provide you with comprehensive superannuation administration and compliance services. We work in tandem with your financial planner and accountant to ensure your fund is aligned to your long-term objectives and working effectively alongside your broader strategy.
Clients can benefit from online portfolio reporting, giving you clear visibility of cashflow, capital growth and daily investment balances. Whether you have an external financial advisor or are with Ballast, we can work with you to help ease the compliance and administration process of your SMSF.
Martin Davies
SMSF
WHAT IS AN SMSF?
Self-managed superannuation funds (SMSFs) are super funds that are privately operated by its members, with each fund allowing up to 6 members. SMSFs have the ability to allow members to tailor their investment strategy to suit their personal goals, so you can decide where and how your money is invested.
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If an SMSF is right for you, it can have many benefits including:
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​Investment choice
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Flexibility and control
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Effective tax management
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Estate planning
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Pooling superannuation resources
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However, an SMSF might not be suitable for your current position.​ Consider carefully before deciding if an SMSF is right for you. It takes time and effort to set up and manage an SMSF. ​
There are many resources online provided by the ATO to help you decide if an SMSF is right for you, or you can learn more about whether a Self-Managed Super Fund aligns with your needs by booking an appointment to discuss your position with our financial planner.​
The team have provided quality recommendations and advice, so much so that my grown children are also using the company as well.
Quentin Granger
SMSF
HOW WE CAN HELP YOU -
OUR LICENSES
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Ballast Financial Planning Corporate Authorised Representative Number: 1261619
Corporate Authorised Representative of ADs Advisory Services Pty Ltd Australian Financial Services License Number: 237058
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​Ballast Accountants Pty Ltd Registered Tax Agent Number: 76473006 BAS Agent Number: 26233797