Maximise Your Super Fund With Our SMSF Accountants
As an SMSF accountant, we provide comprehensive accounting and tax services to ensure your SMSF complies with ATO regulations. We help you with SMSF setup, annual compliance, and tax return preparation to assist you in achieving your SMSF goals. Our SMSF accountants provide a wide range of investment options for your SMSF fund.
We advise you on the administration and operational issues of SMSF. We will guide you through the SMSF establishment, adding trustees/members, and the valuation of fund assets. Our team also provides recommendations on investment strategies for the SMSF. Our core services involve preparing the annual financial statements, tax returns and audits. We partner with you to create your SMSF structure and strategy.
Our Services
- SMSF Setup We assist you in setting up and structuring your SMSF. We provide guidance on drafting trust deeds and appointments of trustees. We also register the fund with the ATO. We offer expert advice on fund investments or compliant trustee structure borrowing.
- SMSF Accounting Services
We maintain accurate accounting records for SMSFs. It includes recording financial transactions, reconciling accounts, and preparing financial statements. As an SMSF accountant, we prepare annual financial statements. We also generate reports on the performance of SMSF’s investments. We offer unparalleled advice and accounting services to help you manage your SMSF. - SMSF Administration Services We provide comprehensive administration services for managing your SMSF, including annual auditing and asset valuation. Our SMSF accountant team manages trustee declarations, member reporting, and regulatory filings.
- SMSF Investment Strategy After you establish an SMSF, we will help you in creating an investment strategy. Our SMSF Accountant team will regularly review the investment strategy over the fund’s life to ensure it meets your objective.
- SMSF Tax Planning Our SMSF accountant engages in tax planning sessions with you each year to maximise the flexibility of the SMSF structure and minimise your tax position.
- SMSF Tax Compliance Our team prepares and lodges annual SMSF tax returns with the Australian Taxation Office. We calculate and report taxable income and tax liabilities for SMSFs. We will determine the best tax strategy to maximise your fund’s value.
- SMSF Audit Services We conduct independent audits of SMSFs to ensure compliance with superannuation laws, regulations, and standards. We review your financial transactions, investments, and compliance documentation to verify accuracy and compliance. As an SMSF accountant, we also liaise with the ATO on your behalf regarding any audit-related queries or concerns.
Talk to an SMSF Accountant Today
You can contact our SMSF accountant for guidance on SMSF accounting and auditing. Our team will readily provide you with tax and accounting assistance. Contact us today to schedule a consultation with an SMSF accountant.
FAQ's
An SMSF is a superannuation fund where individuals manage their own retirement savings.
The services included in the annual administration of SMSF are accounting, auditing, and preparing and filing tax returns with the Australian Taxation Office. It also includes member reporting, asset valuation, and trustee declarations.
An SMSF accountant can help you with recording transactions accurately. They assist you in preparing financial statements and lodging tax returns with ATO. They also identify and claim all eligible deductions and help you stay compliant.
Common accounting tasks include recording contributions, withdrawals, income, and expenses. An SMSF accountant reconciles bank and investment statements. They prepare financial statements and calculate and lodge tax returns.