SMSF

DFK Benjamin King Money boasts a team of SMSF specialists with decades of collective experience in the field, honing our expertise in superannuation over the course of 60 years.

We offer guidance on self-managed superannuation funds (SMSFs), which provide numerous benefits compared to larger retail or industry-specific options, including increased control and flexibility in investment choices and asset selection, as well as tailored management of tax on investment income and capital gains.

Our Self-Managed Superannuation Fund services include

Retirement Planning

Superannuation Strategies

Pension Administration

Estate Planning

We provide comprehensive assistance with Self-Managed Superannuation Funds (SMSFs) throughout the accumulation, retirement, and estate planning phases. Our services encompass designing, establishing, and implementing strategies to effectively manage funds. For trustees seeking assistance with regulatory and compliance matters, our expertise in technical compliance matters and experience with the ATO make us well-equipped to provide support. Our annual compliance services include the preparation of financial statements, income tax, and regulatory returns, as well as conducting SMSF audits and preparing and lodging Activity Statements.

Additionally, we assist individuals opting to take pensions from their superannuation funds by handling all necessary paperwork. Collaborating closely with clients’ lawyers, we aid in the development of estate plans. Moreover, through our partnership with BKM Wealth, we offer assistance in crafting personalized retirement plans that align with individual and estate planning goals. Our advice on superannuation strategies takes into account tax implications, enabling clients to comprehensively assess their financial positions for business, investments, and retirement planning.