Funds with Benefits
Expert help & information
Setting up an SMSF isn’t as complicated as it used to be. You don’t have to be an expert in the share market, property or art collecting. Our professional team can show you how to set up an SMSF and advise you on your key responsibilities.
Super flexibility
A Squirrel SMSF allows you ultimate flexibility with your investment choices. You, and only you, chooses where your money goes – it can be in shares, bonds, bullions, and even real estate. If you enjoy investing in bricks and mortar then a Squirrel SMSF is right for you.
Cheaper to run
We charge a single annual fixed fee per SMSF we assist you to manage. It doesn’t matter whether you have $100,000 or $10 million, whether there is one member of four – it’s the same low cost for everyone.
We look after everything from your setup to your annual compliance, administration, tax lodgements and even the yearly independent audit. So hassle-free!
Less tax, more growth
While you are accumulating, the income your SMSF generates is, generally speaking, subject to more favourable tax rates.
For example, if you sell your SMSF investment property in the first year, than the capital gains tax (CGT) is 15%, after one year it’s 10%, and if it’s sold after retirement than there will be no capital gains tax at all.
This is quite different to selling an investment property that’s not part of your SMSF, which would normally attract a substantial capital gains tax of either 38.5% or 46.5%, regardless of whether you have retired or not.
Bigger nest egg
Now here is the best bit. Once you start drawing a pension (not the Government’s aged pension) from your SMSF, the tax rate on all income and capital gains is ZERO for the pension account.
A wealth of knowledge
Squirrel members enjoy access to dynamic, interactive training modules across a range of investment-related topics, all inclusive in Squirrel’s flat fee. Now you can build up a wealth of knowledge, too!
All to yourself
Finally, you are the owner of your SMSF. We’ll give you all the help you need to operate it compliantly and easily, and it’ll always be your money, not ours.