Self-Managed Super Funds
Handling your own Self-Managed Super Funds offers great control over your retirement savings, but it also comes with important duties and specific rules set by the Australian Taxation Office (ATO). We provide dedicated assistance, allowing you to confidently manage your investments while we handle the complex administration and compliance details. Our goal is to clarify the rules and make managing your fund straightforward.
- SMSF Establishment. For those looking to set up an SMSF, we provide assistance with the necessary steps and help with the fund’s registration to obtain its Tax File Number (TFN) and Australian Business Number (ABN) with the ATO.
- Ongoing SMSF Administration. We assist with the daily and annual record-keeping for your fund. This includes maintaining accurate financial records, preparing clear annual financial statements and helping with the documentation for contributions and payments.
- Complete SMSF Compliance and Reporting. Meeting the ATO’s annual requirements is essential for an SMSF. We carefully prepare and submit your fund’s yearly income tax return. A key part of our service is also preparing your fund’s documentation for its annual independent audit by an approved SMSF auditor and acting as a contact point during this review. We help confirm that your fund follows all superannuation rules, including investment guidelines and member transaction requirements, ensuring its legal operation.
- Regulatory Liaison. We assist with communication with the ATO and your independent auditor regarding any compliance questions or matters that may arise, helping to resolve them efficiently on your behalf.
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