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 you 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

Is an SMSF right for you?

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

Administration and management of your fund

Advice on borrowing with your fund