If you have chosen a personal investment strategy, our Self-Managed Super Fund accountants will help you reach your financial and retirement goals.
Looking to start a Self-Managed Super Fund but don’t know where or how to start? If a registered financial planner has provided you with a Statement of Advice, we can help with your SMSF set up and handle the time-consuming administration requirements.
As a trustee of a Self-Managed Super Fund, it’s easy to drown in the many complex regulations and hurdles that are requested by the ATO. Our SMSF accountants will sift through the complexity and help you understand your obligations, taking the stress of annual compliance off your shoulders. We’ll also prepare all necessary financial statements which include: Balance Sheet, Profit & Loss, Notes to the Financial Statements, Annual Trustee Minutes, Member Statements
Doing your individual tax returns can be complicated, let alone when you’re doing them for a Self-Managed Super Fund. For the SMSF accounting team, it’s our bread and butter. Let us take care of your SMSF tax returns while you take care of… literally anything else.
Your SMSF must be audited each year by an auditor independent to both the fund and the SMSF accountant or administrator. We’ll provide you with recommendations for third-party auditors to make the auditing process as pain-free for you as possible.
With property prices surging to record highs over the pandemic and the median house price in Melbourne nearing $1.1 million, breaking into the property market is as hard as it’s ever been.
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For the majority of us, professional super funds control the investment decisions for our superannuation in return for a fee. However, more than a million Australians instead opt for Self-Managed Super Funds (SMSF); a private super fund that is managed by the members themselves...
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Salary sacrificing is essentially a savings strategy designed to minimise your tax bill. It involves an arrangement with your employer to receive less of your taxable income in return for benefits of similar value.
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