Self-Managed Superannuation Fund (SMSF)

Our SMSF Services include:

SMSF Setup and Registration

Starting an SMSF can be overwhelming, but we make the process seamless.

• Assistance with fund establishment and trust deed creation.
• Registration with the ATO and obtaining an Australian Business Number (ABN).
• Advice on choosing a corporate trustee or individual trustee structure.

SMSF Administration and Compliance

Ongoing management of your SMSF is crucial to avoid penalties. We handle:

• Preparing and lodging annual financial statements and tax returns.
• Managing contributions, rollovers, and pension payments.
• Ensuring compliance with ATO rules and superannuation laws.

SMSF Auditing Services

Annual independent audits are mandatory for all SMSFs.

• We are accredited SMSF auditors and ensure compliance with all legal and financial regulations.
• Transparent and efficient auditing services to meet your obligations.

SMSF Borrowing and Limited Recourse Borrowing Arrangements (LRBAs)

If you’re considering property investment through your SMSF, we provide guidance on:

• Setting up LRBAs for property purchases.
• Ensuring compliance with borrowing rules under superannuation law.

SMSF Wind-Up Services

If your SMSF no longer suits your financial strategy, we can assist with:

• Efficiently closing down your SMSF.
• Finalizing tax returns and audits.
• Ensuring a smooth transition to another superannuation structure if needed.