Self Managed Super Funds

RGM Financial Group (RGM) specialises in establishing and administering Self Managed Superannuation Funds (SMSF). For many years RGM has assisted clients in their administrative obligations as Trustees of their SMSF. These obligations including:

  • Annual returns and other lodgement requirements
  • Supervisory levy
  • Record keeping requirements
  • Annual audit
  • Winding up.

Trustees are responsible for ensuring these obligations are met. Failure to do may result in the trustees being fined and may also jeopardise the fund's eligibility for tax concessions.

RGM performs all administrative functions in-house and are supervised by director Mark Reidy who is a Specialist member of the SMSF Professionals' Association of Australia (SPAA), the peak association for all professionals providing advice in the highly specialised area of SMSF advice.

The Trustees may appoint RGM to provide services and perform a wide variety of record keeping obligations on their behalf to ensure ongoing compliance of the SMSF.

RGM, through its licensed financial planning arm, is also able to assist SMSF Trustees in establishing an Investment Strategy for the fund and make appropriate investment recommendations. As legislation now permits SMSF to borrow for property, shares etc. RGM, through its licenced finance broking arm, can also assist in setting up the appropriate loan facility.

What if...

you are an employee or small business owner and you were seriously injured, leaving you unable to work for 3 or more months?

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Risk Insurance
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need to borrow a substantial amount of money for the next major phase of your life?

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Loans
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business have a long-term development strategy for increasing cash flow and profitability?

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Business Services
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have enough superannuation to enjoy the retirement that you desire? Employer contributions alone are usually not enough.

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Self Managed Super Funds
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wanting to focus on the more important things in life instead of worrying about your financial situation?

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Financial Planning
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an employer or employee with better things to do than balancing the books or submitting taxation statements?

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Taxation