Our Services
Self-Managed Superannuation Fund (SMSF)
Take Control of Your Retirement with Expert SMSF Guidance
At Money Mentors Australia, we specialize in helping individuals and families achieve greater control and flexibility over their retirement savings through Self-Managed Superannuation Fund (SMSF). Whether you're setting up an SMSF, managing your investments, or ensuring compliance with the Australian Taxation Office (ATO), our tailored SMSF services simplify the process and help you achieve your long-term financial goals.
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.
Call Us Now for a Free 15 Minute Consultation
Speak with a qualified Chartered Accountant about tax planning, SMSF, business accounting or advisory — no obligation.