SMSF Compliance

A Self-Managed Superannuation Fund (SMSF) can allow you to control your superannuation while also obtaining tax benefits and reduced administration costs.

With an SMSF you can:

Take control of your super
Access a wider range of investment options, including direct property
Enjoy flexibility to implement effective tax strategies
Instigate estate planning
Pool family assets

We can assist in establishing your own SMSF and with the administration and audit of your SMSF.

With an SMSF you can:

Take control of your super
Access a wider range of investment options, including direct property
Enjoy flexibility to implement effective tax strategies

Instigate estate planning
Pool family assets

We can assist in establishing your own SMSF and with the administration and audit of your SMSF.

We support you in the administration of your fund by:

SMSF establishment and registration
Corresponding with the ATO on various issues
Complying SMSF taxation strategy advice
SMSF administration, including updating of deeds; changing trustee/s and member/s
Trustee and compliance obligations advice and assistance

Preparing trustees’ minutes in relation to certain events
Preparing year-end financial statements for your SMSF
Preparing and lodging the fund’s annual income tax and regulatory return
Preparing an annual actuarial certificate
Coordinating the annual independent audit of your SMSF.

We are experienced at setting up SMSFs and our SMFS experts provide administration and taxation advice to trustees of SMSFs and their advisers, and financial planners.

We are specialists in Limited Recourse Borrowing Arrangements (LRBA’s) that are required for SMSFs to purchase residential and commercial property inside your fund.

Whether you are a retiree wanting to implement a retirement income tax strategy or you are still working and accumulating your superannuation asset for retirement, we offer you security and peace of mind that your SMSF is professionally administered, with our team of experts.