Self managed super fund (SMSF)
While a Self-Managed Superannuation Fund (SMSF), by definition, is something you manage yourself, it’s always good to have some expert eyes to ensure your fund is compliant.
SMSFs are a great option if you want to be in control of your investment decisions – after all, you’ve worked hard for that super balance!
We are up-to-date with all SMSF legislation, and work in partnership with you to help you realise your SMSF’s potential.
What SMSF services can a tax accountant offer?
> Setting up your self-managed superannuation fund
> Ensuring your fund is compliant
> Taxation and audit services
> Accounting and member records
> Preparing annual statements
> Helping you transition your fund to pension phase
> Maintaining portfolio records (including shareholding reports, dividend reports, capital gains tax calculations and transaction listings)
Our financial planning service can also work with you to ensure you’re managing your SMSF in the most productive way.
Let us help you realise your SMSF’s potential
Contact us today for a no-obligation chat about how we can help you in the role of SMSF trustee.