Self-managed Superfunds

Annual Compliance

We can assist with the smooth running of your self managed super fund (SMSF).

 

We will:

- Prepare the annual SMSF accounts

- Prepare the SMSF Tax return

- Various other minutes and compliance documents as needed for the year.

- Arrange the external SMSF audit 

- Lodgement with the ATO.

The penalties for a non-complying SMSF are significant. To help ensure all our funds are compliant with the regulations we attain high quality audits, and prepare all accounts strictly in accordance with the SIS Act.

100% Independent

We provide self-managed superfunds with maximum freedom in their operation. Whilst an SMSF will need to abide by the SIS Act, we do not place any further unnecessary restrictions on how the fund operates

In particular WE DO NOT:

1. Force SMSF's to use a particular bank;

2. Force SMSF's to use a particular trading platform;

3. Recommend a preferred Term deposit facility;

4. Recommend a preferred Lender for LRBA.

We have clients using many different banks and trading platforms, and look forward to working with your preferred choices.

Free Cloud based SMSF Software

All our funds are given access to cloud based accounting software. The software helps us streamline our processes, improves accuracy and enables a wide variety of useful reports. In addition it provides free access to Australia posts superstream service.

The cost of the software is generally absorbed as a part of your annual fee.

 
Free initial SMSF Consultation

Contact our office for a consultation with an experienced Accountant to discuss your SMSF options. 

If you can't make it to our office, we can also schedule an online appointment via zoom to discuss your enquiry. 

Please note, we do not provide financial advice. If needed we can refer you to a trusted adviser.

Fixed Fee SMSF Accounting

We offer very competitive fees for managing your Self Managed Super Funds Tax Compliance obligations. Whilst every fund is different, we are more than happy to discuss your requirements, and provide a fixed fee quote. 

To organise an appointment, or quote, please contact our office.

SMSF Setup

Under direction from our client, our SMSF Accountants can assist in the setup of your Self Managed Superannuation Fund.

 

Normally I'd expect the fund to be setup and ready to receive contributions within 5 days.  In urgent situations we can setup the fund in as little as 24hrs. Note the fund would still need to setup a bank account and add funds (via rollover or contribution).  

Please note, we recommend prior to setting up an SMSF you speak with a financial advisor for advice regarding the suitability of an SMSF.  If you would like us to refer a trusted advisor, please let us know.

Contact our office today to organise a free consultation so we can better understand your needs and to find out how we can help.

Level 8, 65 York Street Sydney, NSW 2000

Tel. 02 92119790

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