Self Managed Super Funds

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are frequently required to deal with Superannuation funds.

Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. At Scope, we are superannuation experts and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.

Services we offer include:

  • Establishment of Self-Managed Superannuation Funds
  • Completion of information for the Insurance and Superannuation Commissions
  • Superannuation Audits
  • Advice concerning Compliance Matters
  • Advice concerning Taxation Benefits
  • Advice on Employer obligations

Retirement savings are a constant worry for most people and with the Government encouraging the people of Australia to get a handle on it and plan for their retirement, Self-Managed Super Funds have gained popularity. People handling their financial retirement goals on their own, SMSFs (as they are popularly known) have become the beacons for saving for retirement and managing superannuation funds. However, there are a few areas that need proper attention with a self-managed super funds. They are;

  • Investment Strategy
  • Controlling Administration Costs
  • Reducing Tax While Obtaining Tax Benefits

Superannuation experts from Scope can help you maximise your Self-Managed Super Fund. Our Business Advisors help you with administrative obligations and duties and will assist you in managing your plan in such a manner so you will reach your financial goals for retirement while reducing the tax along the way. Enquire today and take the first step toward your future.

Trusts & Structures

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

Scope Business Advisors can offer specialist advice on Trust formation, ensuring that all statutory requirements are met. Obligations for trustees can often be demanding, and our assistance in Trust administration will be invaluable.

We can assist by;

  • Preparing and executing the vital documentation involved in Trust formation
  • Attending to the special requirements involved in reporting for Trusts
  • Trust administration
    • Minute keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure that your trust is formed and administered as effectively as possible.

Rental Property

The Scope Business Advisors have the necessary expertise to assist in a variety of areas in relation to residential and commercial property.

The services we offer our clients include:

  • Advice on the purchasing of a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We will provide for you:

  • Forecasts of revenue returns
  • Forecasts of financial position
  • Forecasts of potential growth

Contact us today for more information about how we can assist you in the business of rental properties.

Specialist Services

A range of specialist services to ensure your financial and business needs are met.

The experts at Scope are Business Advisors and are proud to be experienced and knowledgeable in a huge range of specialist services. Our goal is to provide a comprehensive service that ensures all your financial and business needs are met. If you have a problem, we will find the solution.

Contact us today and let us know how we can help you.