SMSF Sutherland Shire
Isn’t It Time Your Money Started Working For You?
Bridge Legal works closely with Self-Managed Super Fund (SMSF) clients in Sutherland Shire.
We offer expert advice and support in all aspects of SMSFs. In easy to understand legal terms, your investment goals are addressed and careful thought is put into the collective interests of each trustee.
Bridge Legal services private and commercial clients across Sutherland Shire and the surrounding suburbs. With experience in Family Law, Property Development, Joint Ventures and Commercial Leases – we have your SMSF needs covered.
- Setting up an SMSF
- Align your investment strategy with personal goals
- Pay less tax
- Bookkeeping and administration services
- Look forward to a better financial future
SMSF Services
If you’re passionate about reaching the potential of your SMSF, you’ll be impressed by the range of services we offer at Bridge Legal.
Draw from our years of experience to unlock the control and freedom that only an SMSF can offer.
First-Time Investors
Starting an SMSF is an exciting moment that offers a wealth of investment opportunities.
Firstly, you should consider your financial position and personal retirement goals to plan a viable investment strategy.
Meeting with an SMSF specialist will give you the knowledge and resources you need to make an informed decision. If we decide an SMSF is right for you, we can help you take the first step and:
- Set up a trust deed
- Appoint trustees
- Register with the ATO
- Set up a bank account
- Roll over your super fund
- Plan your investment strategy and retirement goals
- Assess the risks involved
Monitoring and Reporting
In Sutherland Shire, keeping an SMSF running smoothly takes a lot of time, energy and patience.
You need to manage your investments. Stay on top of your bookkeeping. And plan your finances in-advance. But wouldn’t you rather be enjoying your personal savings instead?
Bridge Legal takes the stress out of handling these time-consuming tasks. We provide a comprehensive portfolio management service to keep you up to date on your investments.
These benefits include:
- Portfolio reports
- Investment income
- Collecting and recording investment information
- Preparing for tax time
- Reduced time on paperwork and administrative duties
Tax-Effective Strategies
Do you want to avoid paying too much tax on your SMSF in Sutherland Shire?
Bridge Legal can help you develop a tax-effective strategy. With our range of taxation services, you keep the tax department happy and keep more money in your pocket.
From income tax calculations to losses, deductions and non-deductible expenses, concessional tax rates and asset management – your tax submission is compliant and handled by licensed professionals.