SMSF

Self-Managed Super Fund Services

We can assist you in setting up a compliant self-managed super fund (SMSF). Our Trust Deeds, crafted by lawyers, offer maximum flexibility while adhering to current superannuation laws. Utilizing our setup service ensures your new SMSF is properly established, complete with all necessary documentation, and registered with the Australian Taxation Office.

Whether you currently manage a Self-Managed Super Fund (SMSF) or are considering establishing one, seeking professional guidance is essential. While our expertise lies in accounting, we can connect you with our reputable financial planners. These experts will assess your investment strategies, tax planning, insurance needs, beneficiary considerations, and other critical aspects of SMSF management.

Managing an SMSF comes with ongoing responsibilities you need to know about. Understanding your duties, reporting requirements, and responsibilities helps shape your investment strategy and keeps your records in check.

Just because you’ve set up an SMSF doesn’t mean you’re off the hook for tax rules, ATO stuff, and paperwork. You still need to follow the rules, including getting your fund audited by a third-party auditor. Chat with our accounting team to make sure your fund stays on the right side of the law.

We are the experts! Running a Self-Managed Super Fund doesn’t have to be difficult. In conjunction with the advice of financial planners we will facilitate the following:

  • Set up and registration.
  • Create Trust Deeds and documents.
  • Education of what your responsibilities are and what you need to know.
  • Ongoing compliance.

We provide an effective framework to maintain strict compliance requirements on the following:

  • Annual GST returns and BAS.
  • Super stream registrations.
  • Audit of self-managed super funds.
  • Actuarial certificates.
  • Restricted SMSF advice on properties in super funds, loan structures, contribution amounts and pension amounts (factual only).
  • Trust Deed updates and amendments.

We deal with the ATO on your behalf.

Discover the Art of Dance

Discover the Art of Dance