You’ve worked too long and too hard not to have a great retirement but planning and taking care of your future shouldn’t be an administrative nightmare.
Fast, Reliable & Accurate
SMSF Accounting Services
Superannuation through a self-managed superannuation fund or SMSF is a brilliant investment strategy to help grow lifetime wealth, but it does come with a stack of compliance and administration requirements.
We can help you effectively set up and deal with the compliance side of your SMSF, in a way that won’t make your eyes glaze over or you suddenly find the need to defrost the fridge rather than deal with the paperwork.
Our team are highly experienced in superannuation and accounting, and our fixed-fee service means you have no surprise bills, with payments staggered throughout the year to help you manage your cashflow.
While we are not financial planners, and do not provide investment advice for your SMSF, we can refer you to some of our trusted financial planning partners, who are ethical, honest and know their stuff. We are also happy to liaise with your choice of a financial planner, so we can work together to create the best possible result for you.
Let us take care of the setup and compliance side of your SMSF, so you can relax and get back to doing what you do best.
Support When You Need It
We are happy to provide as much or as little SMSF support as you need.
Whether you want to take on most of the paperwork as a retirement project and simply want a trusted sounding board as back up, or whether you want someone to drive the bus for you and simply tell you the next stops and what happens when you get there, we are flexible enough to deliver what you need.
SMSF Tax & Accounting
How We Can Help
We can assist you with the full range of SMSF accounting and tax services.
SMSF Establishment including:
- Trustee Structure Advice and Establishment,
- Trust Deed,
- Product Disclosure Statements,
- Consents To Act,
- Minutes To Establish The Fund,
- Application For Membership,
- Beneficiary and Tax File Notices,
- Applications for ABN and Tax File Numbers,
- Registration for GST.
SMSF Administration including:
- Monitoring of contribution cap,
- Advice on SMSF matters including GST, Capital Gains Tax and borrowing,
- Preparation of all Minutes and Trustee Resolutions,
- Preparation of annual financial statements,
- Arrangement of an independent SMSF audit,
- Preparation and lodgement of your BAS/IAG/PAYG quarterly or annual statements,
- Preparation and lodgement of the annual tax return and regulatory returns,
- Preparation of member benefit statements,
- Preparation of investment reports including investments movement report and year-end valuation report,
- Preparation and maintenance of assets purchase and disposal register,
- Documentation to commence a pension (if required),
- ASIC corporate compliance for the Trustee Company including updating director and shareholder details,
- Trust Deed updates,
- SMSF winding up.
How It Works
Working with us is easy.
1. Call Us
Book a virtual coffee call with our team to see if we are a good fit for your business.
2. Our Plan
If you are happy we are a match, we will put together a tailored plan for setting up and managing your SMSF.
3. Plan Implementation
Ready to go? We will work together to put your plan into action.
Want to make your SMSF compliance easier?
Book a no-obligation, hassle-free virtual coffee chat with our team.