Superannuation & Self Managed Super Funds


Would you like greater control over your retirement planning?

Sofra Partners provides expert advice, assistance and ongoing support to businesses, families and individuals who are looking to setup Self Managed Super Funds. Our clients often report that having greater control over their retirement savings has led to a deeper understanding of how their overall wealth is tracking, and given them more confidence in their investment and lifestyle decisions.

The benefits of running your own fund can include:

Flexibility & Control

SMSFs allow multiple members to run a mixture of accumulation and pension accounts. Trustees have complete control over what happens with the fund.

Investment Choice

SMSFs provide greater investment options than any other super fund.

Taxation Strategies

Concessional tax environment where earnings are taxed at 15% in Accumulation Phase and tax-free in Pension Phase. We can help trustees grow their super savings and reduce tax payments.

Fund Costs

Depending on the size of your fund can be cheaper to run than a large public fund

Unique Investment Strategies

Including gearing in superannuation

Creditor Protection

Assets are normally protected by creditors even in the event of bankruptcy

Consolidate super assets

An SMSF allows up to three other members to consolidate super accounts. A larger fund can increase the overall investment opportunities whilst reducing the overall fees.

Creation of a Family Legacy

How we can help you:

Establishment of Self Managed Superannuation Funds

Assistance with rollovers from existing superannuation funds

Advice on compliance and taxation

Superannuation audits and annual reporting obligations

Assistance with rollovers from existing superannuation funds

Advice on borrowing with your fund