Synstrat’s philosophy is that once your superannuation balances have reached an economical level, our clients should consider very carefully whether they wish to take control of their retirement savings by establishing a Self-Managed Superannuation Fund (SMSF). We believe it is not only a question of cost efficiency but also one of control and transparency; knowing what your investments are, being confident where they are held, being sure that you can change tack whenever you want, being certain on management costs by avoiding the hidden fees buried in the multiple investment layers typically seen in retail and industry superannuation funds, and certainty that the investments you hold can be liquidated when you wish.

Synstrat is able to provide financial planning and investment advice on the establishment and maintenance of an SMSF through its accumulation and pension stages as well as at the end of its life. Synstrat also offers a cost effective administration service to clients engaging our financial planners. The administration service ensures that your SMSF remains in compliance with all laws and regulations.

Specifically our services include:

  • Establishment of SMSF and corporate trustee
  • Secure web based end-of-day reporting
  • Monthly or quarterly investment reports
  • Year-end accounting and compliance including audit and actuarial certificates (if needed)
  • Strategic advice in relation to the operation of the SMSF
  • Analysis, advice and execution service for investments within your SMSF
  • Binding and non-binding death benefit nominations
  • Establishment and compliance advice for pensions within the SMSF
  • Trust deed reviews
  • Investment strategy reviews
  • Taxation advice for superannuation contributions, earnings and eligible termination payments.

Investment portfolios can also be run parallel to your SMSF to enhance investment strategies and improve cash availability for investments and contributions.

To ensure a coordinated and holistic approach to the management of your financial affairs, once your SMSF is established your principal consultant at Synstrat will remain your primary point of contact, calling on the expertise of our SMSF and Insurance Consultants.

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