SMSF & Superannuation

Self Managed Super Funds (SMSF) are a flexible way to plan for your future but they can be complex to set up and manage. 

An SMSF lets you manage your investments so you can make decisions that best suit your needs. Care needs to be taken when establishing your SMSF to make sure that you minimise tax and administrative costs, and have the right insurance in place.

We can give you advice on how to establish and maintain your SMSF and take care of the regular compliance, accounting, auditing and reporting requirements so you don’t receive any unnecessary penalties or costs.

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SMSF Compliance Advice and Setup

While having control over your own super can be appealing, it's a lot of work and comes with risk.

If you’ve decided an SMSF is right for you, there are many steps and decisions that need to be made to correctly set up a SMSF. Our experts can explain the risks and responsibilities of establishing a SMSF, and carry out all the necessary steps in the establishment process.

Accounting & Tax

Our experts can assist you with all the accounting and tax compliance for your SMSF including:

  • Maintaining detailed capital gains records
  • Membership records
  • Financial statements
  • Preparation of the annual SMSF tax return
  • and other regulatory documentation.
Audit & Compliance

As part of superannuation laws and regulations, SMSFs must be audited each year by auditors who are independent from both the fund and the administrator who prepares the financial statements.

An SMSF auditor is responsible for analysing a fund's financial statements and assessing its compliance with superannuation law. They must report any non-compliance issues to all fund trustees and the ATO. Our experts can manage the external annual audit process to reduce your time and stress, and to ensure your SMSF is a complying super fund.

Corporate Secretarial Services & Documentation

As part of maintaining a SMSF, it is important to ensure changes are compliant and properly documented to meet legislative, regulatory and audit requirements.

Whether it is setting up a SMSF, updating a Trust Deed, commencing a pension, or simply making changes to your fund (e.g. new fund name, adding or removing trustees, replacing trustee, etc.), our experts can assist in the preparation of the relevant documentation to ensure your fund is fully compliant.

How can we help?

Hussein Zahr

Managing Director

Get in touchGet in touch
How can we help?

Hussein Zahr

Managing Director

Get in touchGet in touch

How can we help?

If you are looking for expert legal, tax or business advisory services, we would love to help. Let’s have a chat.

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