Get your super moving with Redwood

SMSF

Redwood Advisory has over 15 years experience in assisting Australians to take control of their super. Our FIXED FEES means that the size of your fund does not determine your fee and there are no surprises. Let Redwood take the stress out of managing an SMSF, we make investing using an SMSF easy.

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Learn why one million Australians have chosen a SMSF to invest their retirement nest egg.

Why are SMSF’s so awesome?

CHOICE | CONTROL | PROPERTY | FLEXIBILITY | TAX

You can CHOOSE where to invest your superannuation
You have CONTROL over your retirement nest egg instead of a industry/ retail fund making the choices for you
You have the FLEXIBILITY to change investment classes at any time
You can invest in direct asset classes such as residential and commercial property as well as precious metals. You can also borrow to invest in property.
Concessional tax rate of 15% in accumulation phase and potentially zero tax in retirement
Structure insurance effectively within the SMSF

What are the costs involved?

Generally Industry, Retail and Employer Sponsored funds will charge an administration fee as a percentage of your Superannuation Balance.

REDWOOD LETS YOU CONTROL YOUR SUPER WITH FIXED FEES OF $109 A MONTH

Redwood Advisory has over 18 years experience in assisting Australians to take control of their super. Our FIXED FEES means that the size of your fund does not determine your fee and there are no surprises. Let Redwood take the stress out of managing an SMSF, we make investing using an SMSF easy.

What are the risks of SMSF?

The key risk of running your SMSF is compliance with Superannuation Law. There are many requirements, however the key rule is that your SMSF is for the sole purpose of your retirement and for this reason it cannot be accessed until you wither meet preservation age or meet a condition of release.
Redwood will always work with you to ensure you understand your role and responsibilities as a SMSF Trustee. Our Product Disclosure Statement will provide you with the information you require.
Each year – you will need to lodge an annual return with the Australian Tax Office

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Redwood, a leading SMSF Specialist Advisor

There comes a time when you start thinking about your retirement nest egg. Life moves quickly and you need to keep one step ahead with your choices and investments to ensure your wealth grows.

Are you tired of seeing zero returns with your industry funds while management fees eat away at your superannuation balance? Redwood Advisory are SMSF Specialist advisors and SMSF accountants in Melbourne?

Now its time to take ‘control’ of your superannuation.

A Self Managed Superannuation Fund (SMSF) will provide you with the security and investment growth to look after your family and retire in comfort. Speak to our SMSF advisors who will guide you in the options and unlock your potential retirement earnings.

We have SMSF accountants in Melbourne and across all locations Australia and we are just a phone call away. With the control and flexibility of a SMSF, you can choose your investment strategy whether it is borrowing to invest in a smsf property, shares or even artwork.

100% Satisfaction Guarantee

Become a happy Redwood client now

Apply

Self Managed Superannuation Fund Application Form

Your Details
Contact Name*
Mobile*
Email*
Trustee Details
Trustee Type*
- Corporate
- Individual
Proposed SMSF Name*
Please use ASIC business name search to determine the availability of your proposed business name.
Proposed Company Name*
Please use ASIC business name search to determine the availability of your proposed business name.
Registered Office*
- Redwood Advisory (Please select if you would like to use Redwood Advisory's Secretarial Service). An annual fee of $150 applies
- Other (use my postal address)
Member Details (Full legal names per passport)
Number of Members
- 1
- 2
- 3
- 4
Member 1
Member 2
Title (Member 1)*
Title (Member 2)*
Name (Member 1)*
First Middle Last
Name (Member 2)*
First Middle Last
Date of Birth (Member 1)*
DD slash MM slash YYYY
Date of Birth (Member 2)*
DD slash MM slash YYYY
Place of birth (Member 1)*
Place of birth (Member 2)*
TFN (Member 1)*
TFN (Member 2)*
Address (No PO box) (Member 1)*
Street City State Postcode
Address (No PO box) (Member 2)*
Street City State Postcode
Member 3
Member 4
Title (Member 3)*
Title (Member 4)*
Name (Member 3)*
First Last
Name (Member 4)*
First Last
Date of Birth (Member 3)*
DD slash MM slash YYYY
Date of Birth (Member 4)*
DD slash MM slash YYYY
Place of birth (Member 3)*
Place of birth (Member 4)*
TFN (Member 3)*
TFN (Member 4)*
Address (No PO box) (Member 3)*
Street City State Postcode
Address (No PO box) (Member 4)*
Street Address City State Postcode
Authority to Proceed

I/We hereby instruct Redwood Advisory Pty Ltd to provide the necessary documentation to establish the above named fund and agree to the fee specified.

I acknowledge that I am not a Disqualified Director and the accuracy of the documentation is dependent on the information provided and I certify that the above information is true and correct.

I/we agree to the following fees:

Establishment fee $900; including Corporate Trustee; Monthly Administration Charge of $89.99 per month or $1080 annually. For pension funds, an annual fee of $1,480 will apply or $123.30 per month. For the first year of operation, the fund will incur a fee of $1080 (accumulation) or $1,480 (pension);

All amounts exclude GST
SMSF Setup
Price:
SMSF Setup
Price:
Credit Card*

MasterCard
Visa
Supported Credit Cards: MasterCard, Visa
Card Number Expiration Date Security Code Cardholder Name
Email
This field is for validation purposes and should be left unchanged.

SMSF

SMSF Setup

SMSF Transfer

SMSF Administration

Bare Trust

SMSF Audit

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What are the costs involved?

What are the risks of SMSF?

Redwood, a leading SMSF Specialist Advisor

100% Satisfaction Guarantee

Self Managed Superannuation Fund Application Form

Your Details

Trustee Details

Member Details (Full legal names per passport)

Member 1

Member 2

Member 3

Member 4

Authority to Proceed