SMSF Formation and Accounting

Stax Advisors is an umbrella of financial services under one roof. We believe in providing end-to-end and 360-degree complete guidance for financial planning.

Stax Advisors, as a part of their financial services, provide Self-Managed Super Funds (SMSFs) formation and accounting. SMSFs are a powerful retirement planning tool that gives you more freedom and control over your assets and investments. SMSFs are often known as do-it-yourself funds or family funds. There are various benefits of SMSFs such as it is an effective tax management strategy and the control to make timely investment decisions depending upon the market condition. Furthermore, SMSFs have low fees and can be incorporated for up to four members of the family, providing more savings. Also, it has flexible pension planning and maintenance to add to its advantages.

Whether you are an employee, a self-employed person, a retiree, or even a taxpayer with a high net worth, you can benefit from Self-Managed Super Funds. It can play an important role in your wealth creation and financial planning system. The process and legalities for SMSFs make it complex. Hence, Stax Advisors are here to do it for you. We take care of the minutes and documentation, investment strategy, sample templates, the nomination of beneficiaries, and all the other instructions. Our well-trained accountants and financial advisors will make the process starting from application to investing smoother for you.