SMSF
Take control of how your retirement savings are invested
A self-managed superannuation fund (SMSF) is a tax effective retirement savings structure that may be suitable for individuals or businesses.
SMSFs can provide a range of benefits and opportunities not usually offered by retail or industry superannuation funds, among them freedom to choose your investments and agility to make and implement decisions.
We provide SMSF tax and administration advice to assist Trustees to meet strict and often complicated compliance reporting and administrative requirements.
Our SMSF tax and administration advice includes:
- Establish and windup SMSFs
- Preparation of annual financial statements and member reports
- Tax advice & planning including preparation of income tax returns
- Making contributions to superannuation or paying benefits from superannuation
- SMSF Audits
- Education and advice for Trustee concerning legal compliance
- Advice regarding allocated pensions
- Advice on transition to retirement pensions
- Advice on Employer obligations
Xero Accountants
Xero Gold Champion Partner
As Certified Xero Partner Accountants we provide a range of Xero accounting services, from getting started to managing your everyday business accounting, bookkeeping, and advisory needs.
