Offering a complete SMSF Service for your Super Fund
SMSF Accounting Services
Our SMSF experts take care of all the accounting and reconciliation aspect of SMSF.
We aim to make the process of collecting accounting information hassle free; and prepare a detailed financial report which is not limited to but consist of Investment report, Capital Gains Tax report and Members Statement.
SMSF Tax Return
We make sure the SMSF Tax return is not a number crunching exercise but actively look into ways of maximising the Tax benefit.
Audit & Assurance
We are registered auditors with Asic however, our Super Funds are audited by an external independent auditor.
As per the Super Fund Laws, the fund has to be audited once a year by an external auditor independent of the accounting firm.
SMSF Setup
We can help in establishing the Super Fund at an economical fee:
We provide TFN, ABN, Trust Deed, Bare Trust Deed, register corporate trustees, Rollover document and various minutes.
SMSF Tax Planning
We provide proactive Tax planning strategies that aims to reap the maximum tax benefit permitted within the Tax laws.
We believe Tax planning should be an integral part of the engagement with us so that we can help you get the maximum benefit!
SMSF Finance
We have an in-house mortgage broker who can assist in securing the best finance deal available to the SMSF.