Self Managed Super Funds
At MartinCo we are one of a select few firms nationwide that are recognised specialists in Self Managed Superannuation Funds, holding the CA SMSF Specialist designation.
We can provide a full service managed SMSF offering
Advice on, and setting up of an SMSF
Ensuring compliance with relevant regulations and legislation.
We provide financial advice that will maximise your wealth and suit the needs of you and your family.
Management of your SMSF
Completing the accounting, taxation and reporting requirements as well as investing.
Audit of your SMSF – our audit team is independent of our management team and can fulfil your annual audit obligations for your SMSF.
Advantages of SMSF
SMSFs allow you direct selection of stable assets like term deposits, bonds, or blue-chip shares, helping investors secure consistent returns, manage risk effectively, and optimise your retirement savings through strategic tax planning and asset protection.
Investing in property
Even if you don’t have enough funds to make an outright purchase, contact us to discuss the possibility of borrowing money through your SMSF
Protecting yourself & your family
Through insurance held by and paid for by your superannuation fund, you can protect the futures of your loved ones.
Taking control of your investment
Many industry & retail funds have under performed their members’ expectations. We will work with you to invest your superannuation in investments that build your wealth for your future.
Asset protection & wealth transfer
Talk to our experts to protect your assets from creditors and business risk. An SMSF can be an effective means of transferring assets between generations of your family.
Why Choose a Self-Managed Super Fund (SMSF)?
- Enjoy full visibility into every investment decision, transaction, and associated fee within your fund, eliminating hidden costs.
- Tailor your SMSF’s portfolio specifically to your personal retirement goals and risk profile, rather than following a standardised industry approach.
- Strategically manage contributions, withdrawals, and income streams within your SMSF to maximise available tax concessions and reduce overall tax liability.
- Combine super balances with family members to potentially lower overall fees and access more substantial investment opportunities.
- Invest directly in shares, fixed income products, term deposits, or collectibles to diversify your fund in alignment with your preferences and expertise.
- SMSFs can become increasingly cost-effective as your fund balance grows, potentially lowering fees compared to traditional superannuation funds.
More of our services
Business Services
Our business services encompass comprehensive
all designed to streamline operations and ensure your financial compliance.
Finance
Services
We offer tailored finance services including
- Home loans
- Car loans and leasing
- equipment finance
- commercial loan
Supporting your growth and investment needs.
Specialist Services
Our specialist services provide innovative solutions through
Ensuring your business venture stays on track and remains profitable in a competitive market.