SMSF Services assist with setup, compliance, management, and strategic planning for your retirement fund.
Managing your own superannuation fund can provide greater control over your retirement savings, but it also comes with complex regulatory and compliance requirements. We offer comprehensive SMSF setup, administration, tax compliance, and audit coordination services, ensuring your fund remains compliant while maximizing tax benefits and investment opportunities.
✅ Establishment of SMSF – Assistance with setting up a compliant SMSF, including trust deed preparation, trustee structure (individual or corporate), and ATO registration.
✅ ABN & TFN Registration – Handling all necessary registrations to ensure your SMSF is correctly set up from the start.
✅ Investment Strategy Guidance – Assistance in developing an SMSF investment strategy aligned with compliance rules and your financial goals.
✅ Rollovers & Contributions – Facilitating the transfer of existing superannuation funds into your SMSF.
✅ Annual Financial Statements & Tax Return Preparation – Preparation of SMSF financial reports and income tax returns to meet ATO requirements.
✅ Pension & Benefit Payments – Assistance with setting up and managing pension withdrawals and lump sum payments while staying compliant with superannuation laws.
✅ Compliance & Regulatory Advice – Guidance on contribution caps, minimum pension payments, and borrowing rules (LRBAs).
✅ Independent SMSF Audit Coordination – We arrange for an ASIC-registered auditor to conduct the mandatory annual SMSF audit.
✅ ATO Correspondence & Compliance Reviews – Assistance with ATO queries, compliance checks, and rectification of breaches if required.
✅ Audit & Compliance Reporting – Ensure your SMSF remains fully compliant with Superannuation Industry (Supervision) Act (SIS Act) regulations.
With our expert SMSF accounting services, you can enjoy the benefits of managing your own super while ensuring full compliance with ATO and regulatory requirements.
