SELF-MANAGED SUPER FUND

SELF-MANAGED SUPER FUND ACCOUNTANTS PERTH

Let's Fly

The not-so-fine print

A Self-Managed Super Fund (SMSF) is a superannuation structure that provides retirement income for the members of that fund.

Unlike other superannuation fund structures, the people in control of the fund (the trustees — in this case, you) benefit from its retirement capital, but are also responsible for its setup, on-going administration, and ATO compliance. 

In other words, you get total control over your investment strategy and are able to tailor the fund to meet your individual needs, but a SMSF also requires a lot more hands-on management from you. However, just because your super fund is self-managed doesn’t mean you have to tackle it alone. By discussing your individual circumstances with us, we can help you formulate and implement a successful and effective retirement strategy. 

SMSF accounting Perth

The complex regulations and reporting requirements for Self-Managed Superannuation Funds call for experienced, trained staff. With the heavy penalties imposed by the ATO for non-compliant funds, you can relax and trust that your fund will meet all the reporting requirements. We have the skills and experience to support you with a range of compliance matters, and even employ an external auditor to provide a balanced perspective at all times.

  • Initial Superannuation Fund setup. 
  • Assist with choice of trustee. 
  • Obtain TFN & ABN for the fund. 
  • Compliance work for the fund. 
  • Administrative obligations. 
  • Answer technical queries. 
  • Ensure the fund is ATO compliant. 
  • Setup of gearing through Superfund. 
  • Tax planning through Superannuation. 
  • Tax effective plan for Superannuation Fund. 

Make your super, super

Our Perth SMSF accountants and superannuation advisors are passionate about helping you enjoy the retirement you’ve always envisioned.

‘Meet with one of our experienced Accountants over a coffee, while we get to know more about your Business and provide you with a tailored package that best suits your needs.

Let's go
Share by: