Self Managed Super Funds (SMSF)

Business Strategy & Coaching

How We Can Help

• Set up of your Self Managed Super Fund
• Set up of your TFN and ABN registration
• Assist with your choice of Trustee
• Accounting & tax compliance
• Handle your administration obligations, taxation, reporting and audit requirements
• Answer all technical queries
• Ensure your fund is ATO compliant
• Advice on pensions and tax implications
• Assist with borrowing within super funds

Business Strategy & Coaching

Minimise Your Tax to Maximise Your Profit

Many of Rubiix clients have minimised their tax and secured their retirement future by investing in their own Self Managed Super Funds (SMSF).

Superannuation is essentially a retirement savings vehicle that also supports the retirement dreams and quality of life of all future retirees. The impact of a poorly performing fund can have a significant effect – often leading to an uncertain financial future.

So talk to Rubiix now about securing your future with a SMSF.

The ATO and APRA (the two primary regulators in the industry) have placed a regulatory burden on SMSFs due to their long list of requirements. This has deterred many from enjoying the vast advantages to be gained from SMSFs, notably, control of their own money and retirement destiny.

Our Rubiix Superannuation specialists remove the worry of this regulatory burden from our clients, allowing them the options to make more informed choices.

Business Strategy & Coaching

Why Use Rubiix For Your Self Managed Super Fund (SMSF)?

• Due to our large number of clients who operate a SMSF, we have a high level of practical SMSF knowledge.
• We offer peace of mind that the regulatory requirements are met correctly for your SMSF.
• We assist you in controlling your own retirement money and retirement destiny.
• We offer quick set up of your SMSF, including borrowing within your fund.
• Rubiix uses the most up-to-date deeds allowing the most flexibility in running your SMSF.
• SMSFs are an ATO focus area – so getting it right is key to our clients.
• First meeting is free/fee estimate for approval prior to work started/24 hour return of phone calls/emails.