We help you take responsibility for your retirement

We Australians are encouraged to take responsibility for our retirement financial goals. Self-Managed Superannuation Fund (SMSF) is a means of saving for retirement. A large proportion of Australia’s retirement savings are now held in these investment structures. SMSF can have significant advantages for retirement. It enables you to control your investment strategy, reduce tax while obtain tax benefits, and control administration costs.

However, the legislation governing SMSF is complex, and trustees have considerable onerous obligations placed upon them. In particular, they need to understand the types of assets and investments which are permitted. There are also restrictions on when and under what circumstances money can be withdrawn from a fund. Furthermore all SMSF must be audited before lodging their income tax return each year.

If you have a SMSF, or have decided to establish one, we can provide the following services:

  • SMSF establishment
  • Bookkeeping and/or general administration
  • Financial reporting
  • Tax planning and compliance
  • Audit

Please see our Super Fund Checklist.

Individuals checklist

Download our checklist for individual tax returns

Business checklist

Download our checklist for business tax returns

Super funds checklist

Download our checklist for super funds tax returns