SMSF Compliance

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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.[/vc_column_text][/vc_column][/vc_row][vc_row el_class=”mg-btm-40″][vc_column][vc_custom_heading text=”With an SMSF you can:” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_column_text]

  • 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.[/vc_column_text][/vc_column][/vc_row][vc_row el_class=”service-list-wrapper”][vc_column width=”1/4″ el_class=”service-list-box”][vc_single_image image=”4702″ img_size=”full” alignment=”center” onclick=”custom_link” el_class=”service-list-img” link=”https://monashtax.com.au/smsf-compliance/smsf-tax-and-accounting/”][vc_custom_heading text=”SMSF Tax and Accounting” font_container=”tag:h5|text_align:center” use_theme_fonts=”yes” el_class=”service-list-name” link=”url:https%3A%2F%2Fmonashtax.com.au%2Fsmsf-compliance%2Fsmsf-tax-and-accounting%2F|||”][/vc_column][vc_column width=”1/4″ el_class=”service-list-box”][vc_single_image image=”5240″ img_size=”full” alignment=”center” onclick=”custom_link” el_class=”service-list-img” link=”https://monashtax.com.au/smsf-compliance/smsf-auditing/”][vc_custom_heading text=”SMSF Auditing” font_container=”tag:h5|text_align:center” use_theme_fonts=”yes” el_class=”service-list-name” link=”url:https%3A%2F%2Fmonashtax.com.au%2Fsmsf-compliance%2Fsmsf-auditing%2F|||”][/vc_column][vc_column width=”1/4″ el_class=”service-list-box”][vc_single_image image=”5241″ img_size=”full” alignment=”center” onclick=”custom_link” el_class=”service-list-img” link=”https://monashtax.com.au/smsf-compliance/smsf-financial-planing”][vc_custom_heading text=”SMSF & Financial Planing” font_container=”tag:h5|text_align:center” use_theme_fonts=”yes” el_class=”service-list-name” link=”url:https%3A%2F%2Fmonashtax.com.au%2Fsmsf-compliance%2Fsmsf-financial-planing|||”][/vc_column][vc_column width=”1/4″ el_class=”service-list-box”][vc_single_image image=”5242″ img_size=”full” alignment=”center” onclick=”custom_link” el_class=”service-list-img” link=”https://monashtax.com.au/smsf-compliance/smsf-loans/”][vc_custom_heading text=”SMSF Loans” font_container=”tag:h5|text_align:center” use_theme_fonts=”yes” el_class=”service-list-name” link=”url:https%3A%2F%2Fmonashtax.com.au%2Fsmsf-compliance%2Fsmsf-loans%2F|||”][/vc_column][/vc_row][vc_row el_class=”service-include-wrapper”][vc_column][vc_custom_heading text=”We support you in the administration of your fund by:” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_column_text]

  • 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.[/vc_column_text][/vc_column][/vc_row][vc_row el_class=”video-mg-btm-30 video-mg-btm-15″ css=”.vc_custom_1600230731400{margin-top: 30px !important;}”][vc_column width=”1/3″][vc_video link=”https://www.youtube.com/watch?v=iWXsmrE_CZE”][vc_column_text]SMSF – Professional help you may need[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_video link=”https://www.youtube.com/watch?v=Bl8_epA-dpQ”][vc_column_text]SMSF – Annual obligations[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_video link=”https://www.youtube.com/watch?v=PLxbGqnYJ30″][vc_column_text]

SMSF – Investment Strategy

[/vc_column_text][/vc_column][/vc_row][vc_row el_class=”video-mg-btm-30 video-mg-btm-15″][vc_column width=”1/3″][vc_video link=”https://www.youtube.com/watch?v=pP_RDWtilWk”][vc_column_text]SMSF Business Real Property (used in a business)[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_video link=”https://www.youtube.com/watch?v=NMSHZ2WCn2A”][vc_column_text]SMSF Planning for Retirement[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_video link=”https://www.youtube.com/watch?v=CGwMbVsxxuc”][vc_column_text]SMSF planning for the unexpected (relationship breakdown, incapacity, death)[/vc_column_text][/vc_column][/vc_row]

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