Self Managed Super Funds (SMSFs)

More and more Australians are establishing Self-Managed Super Funds to save for their retirement. This form of trust allows clients to determine their own investment strategy and retain control over their investment choices.

Our office provides expert SMSF related services to ensure your fund is set up correctly, is reducing tax and administration costs and maximizing tax benefits where eligible.

As the SMSF sector is highly regulatory and complex, our team supports clients in meeting the strict and ongoing compliance requirements of a SMSF.
We provide expert SMSF insight and service through:
• Correct set up so the entity is eligible for tax concessions, can receive contributions and can be administered effectively
• Preparation of annual financial reporting
• Preparation of tax returns and compliance obligations, including timely lodgment and record keeping
• Preparation and lodgment of Business Activity Statements (BAS) where a fund is registered for GST
• Organisation of independent auditing through an approved auditor
• Tax planning including pension, lump sum and contribution strategies
• Commencement of pensions