Getting Started
At LZR, we understand that managing your retirement savings through a Self Managed Super Fund (SMSF) can provide greater control and flexibility over your investment choices. Our comprehensive SMSF services are designed to help you navigate the complexities of SMSF management, ensuring compliance with regulatory requirements while maximising your investment potential. Whether you’re looking to set up a new SMSF, manage an existing one, or seek advice on investment strategies, our team of experts is here to help.
SMSF Services
Planning for a secure retirement
At LZR, we are committed to providing comprehensive and personalised SMSF services that cater to your specific needs. Our team of experts combines deep industry knowledge with a client-centric approach to deliver high-quality, reliable, and efficient SMSF solutions. We are dedicated to helping you achieve your retirement goals and maximise the potential of your superannuation savings.
What can we help with?
SMSF Setup
Setting up an SMSF requires careful planning and adherence to regulatory guidelines. Our team will guide you through the entire setup process, ensuring that all legal and administrative requirements are met. We provide support with trust deed preparation, registration with the ATO, and establishment of necessary bank accounts and investment platforms.
Sub Services
SMSF Trust Deed Preparation
ATO Registration
Bank Account and Investment Platform Setup
Member and Trustee Documentation
Initial Investment Strategy Development
SMSF Administration
Managing an SMSF involves continuous administration and compliance activities. Our SMSF administration services ensure that your fund remains compliant with all regulatory requirements, while also handling day-to-day administrative tasks. We provide support with record keeping, financial reporting, and communication with the ATO.
Sub Services
Annual Financial Statements Preparation
SMSF Tax Returns
Record Keeping and Documentation Management
Liaison with the ATO
Compliance Monitoring and Reporting
SMSF Auditing
Regular auditing of your SMSF is essential to maintain compliance and ensure the accuracy of financial records. Our independent SMSF auditing services provide a thorough examination of your fund’s financial statements and compliance with regulatory standards. We identify any issues and provide recommendations to address them.
Sub Services
Independent Financial Audits
Compliance Audits
Detailed Audit Reports
Recommendations for Compliance Improvement
Coordination with SMSF Administrators
SMSF Investment Strategies
A well-defined investment strategy is crucial for the success of your SMSF. Our team of financial advisors provides expert advice on developing and implementing investment strategies that align with your financial goals and risk tolerance. We offer guidance on asset allocation, investment selection, and diversification.
Sub Services
Investment Strategy Development
Asset Allocation Advice
Diversification Strategies
Performance Monitoring and Review
Investment Selection Guidance
SMSF Pension and Retirement Planning
Transitioning your SMSF from accumulation phase to pension phase requires careful planning. Our SMSF pension and retirement planning services help you structure your fund to provide a steady income stream in retirement while maintaining tax efficiency. We assist with pension setup, compliance, and ongoing management.
Sub Services
Pension Setup and Transition Management
Retirement Income Stream Planning
Tax Efficiency Strategies
Compliance with Pension Regulations
Ongoing Pension Management
How we approach Self Managed Super Funds
Focused on your SMSF value, not just our services
Our SMSF services are designed to provide you with comprehensive, personalised support throughout your superannuation journey. From the initial setup and ongoing administration to compliance audits and strategic investment planning, our team of experts ensures that your SMSF operates efficiently and effectively. With a focus on maximising your retirement savings and ensuring regulatory compliance, we offer tailored solutions to meet your unique financial goals and secure your financial future.
Expert Guidance
Personalised Service
Regulatory Compliance
Comprehensive Support
Efficient Administration
Maximized Investment Potential
Tax Efficiency
Seamless Transition to Retirement
Peace of Mind
The LZR way
Integrated SMSF services that support any retirement goals or needs.
Choosing an LZR SMSF advisor means gaining access to a unique blend of personalised attention and expertise. Unlike standalone advisors, our team offers a holistic approach, integrating a wide range of SMSF services to address every aspect of your superannuation needs.
At LZR, our advisors take the time to understand your unique financial goals, offering tailored solutions and ongoing support to maximise your retirement savings. With a focus on building strong, lasting relationships, we ensure your SMSF is managed with the utmost care and precision, helping you achieve a secure and prosperous financial future.
Tax Process
Our Simple Five Step Process
01.
Initial Consultation and Assessment
We begin with an in-depth initial consultation to understand your retirement goals, financial situation, and specific needs. During this meeting, we gather detailed information about your existing superannuation arrangements, investment preferences, and risk tolerance.
Benefits
Establish a clear understanding of your SMSF goals and requirements.
Discuss your expectations and identify specific areas where you need assistance.
Set the foundation for a tailored SMSF strategy.
02.
SMSF Setup and Structure
Our team assists you with setting up your SMSF, ensuring that all legal and administrative requirements are met. We help with trust deed preparation, ATO registration, and the establishment of necessary bank accounts and investment platforms.
Benefits
Ensure your SMSF is set up correctly and complies with all regulatory requirements.
Gain access to professional support throughout the setup process.
Establish a solid foundation for your SMSF operations.
03.
Ongoing Administration and Compliance
We provide ongoing administration and compliance services to manage the day-to-day operations of your SMSF. This includes record keeping, financial reporting, tax returns, and liaison with the ATO to ensure your fund remains compliant with all regulatory standards.
Benefits
Save time and reduce stress with professional administration services.
Ensure continuous compliance with all relevant regulations.
Maintain accurate and up-to-date records for your SMSF.
04.
Investment Strategy and Implementation
Our advisors work with you to develop and implement a personalised investment strategy that aligns with your financial goals and risk tolerance. We provide guidance on asset allocation, investment selection, and diversification to maximise your SMSF’s growth potential.
Benefits
Develop a tailored investment strategy to meet your retirement goals.
Optimise your SMSF’s investment performance with expert advice.
Ensure a diversified and balanced investment portfolio.
05.
Ongoing Support and Review
We provide continuous monitoring and regular reviews of your SMSF to ensure it remains aligned with your goals and adapts to any changes in your financial situation or market conditions. Our team is always available to provide advice, address any issues, and adjust your strategy as needed.
Benefits
Maintain the effectiveness of your SMSF strategy over time.
Adapt to changes in your personal circumstances or market conditions.
Receive ongoing support and guidance to ensure long-term success.
Ready to get started?
Our team are ready to elevate your future, get in touch today for a no-obligation consultation.
Risk Management
Potential SMSF Risks
At LZR, our SMSF team excels in identifying and mitigating risks, ensuring your fund’s compliance and efficiency. We tackle non-compliance, administrative inefficiencies, suboptimal investments, inaccurate financial reporting, tax inefficiencies, and legal complications. Trust LZR for proactive SMSF risk management and secure your financial future.
