SAVING YOU
TIME AND MONEY
We specialise in the provision of self managed super fund taxation and audit services. We help our clients setup self managed super fund’s, take on existing funds and administer to all annual reporting requirements of the fund including the Financial Statements, Member Statements, Investment Reports, Annual Return, and Independent Audit. We are dedicated to providing continued advice and support to meet our clients’ requirements.
SMSF SERVICES
- New SMSF Setup
- Existing SMSF take on
- Annual Compliance
- Taxation Advice & Strategies
- Pension Commencement
- Fund Structure Changes
OUR ADVANTAGE
- Fixed Fees
- Fast & Reliable Support
- Quality Assurance Guaranteed
- Australia-wide Service
- SMSF Experts
- Pro Services & Advice
FRESH SMSF TIPS
Transfer Balance Cap and Death Benefits
If an individual has a superannuation account when they die, the trustee of the super fund will generally pay the deceased individual’s superannuation interests – accumulation and retirement phase interests…
Rise in the preservation age
Before a SMSF starts paying a transition to retirement income stream (TRIS) to a member, the member must have reached their preservation age. This is the minimum age that a…
Access your SMSF via MyGov
Trustees can now use their myGov login details to access government online services such as: the Business Portal Access Manager Australian Business Register (ABR). Once your SMSF’s ABN is connected…
Free SMSF education courses
The ATO have a number of approved education courses available for trustees to undertake to comply with an education direction. The list of approved education courses has been updated. All…
Make sure your SMSF has an active ESA
All self-managed super funds (SMSFs) now need to be able to receive SuperStream-compliant contributions. To do this, you will need to provide the following details to your employer. Your: SMSF…
Collectables - don't leave it too late!
If your SMSF has investments in collectables or personal-use assets that were acquired before 1 July 2011, time is running out to ensure your SMSF meets the requirements of the Superannuation Industry…