SUPERANNUATION

Self Managed Super Fund Accounting

SMSFs give you more control over your super and retirement planning, but there are complicated rules and regulations that govern them. Your SMSF annual tax return is more than an income tax return. It requires accurate super regulatory information, member contributions and members balance reports.

Vanish, our principal accountant, will personally assist you with your SMSF. He is well-versed with all superannuation matters and has an outstanding knowledge in super rules and super strategies ensuring that you will remain compliant. You can be confident that you are in the right hands.

Key Services for SMSFs

Lodgement dates for SMSF annual returns vary, and failure to lodge by the due date can result in penalties and the loss of your SMSF’s tax concessions. We will be able to help you submit your return on time. Also, we always recommend that you seek the advice of an experienced and independent financial planner with regard to financial advice.

Setting up your SMSF

We can assist you in setting up your SMSF and required registrations.

Working with Financial Advisors

We will work with your financial advisor to get the best possible outcome for you.

Annual administration

Annual administration services including preparation of financial statements, income tax returns and all regulatory meeting minutes.

Responsive Design

We will provide you with  advice on tax implications of your Self Managed Super Fund strategies and give you advice to maximise your future nest egg.

Audit Requirements

Facilitation of all SMSF audit requirements through an external auditor.

Other SMSF Services

We can assist you with SMSF rollover and  beneficiary forms

Contact us. We are here to help.