Simplifying your Self-Managed Super Fund Journey

We will help you prepare for retirement with SMSF. Our experts will work closely with you and provide guidance through every phase – setup, managing funds, accumulation and retirement.

HOW CAN WE HELP YOU WITH SMSF?

  • 1

    Stay Compliant: Our experts have years of experience and are always abreast of evolving regulations. We will help you ensure your SMSF trust deed is regularly updated and complies with regulations.

  • 2

    Efficient Tax-Planning: We will help you maximise your SMSF’s potential and manage your tax.

  • 3

    Liaison with Auditors: We liaise with independent auditors and ensure your annual SMSF audit is thorough and completed on time.

OUR KEY OFFERINGS

SMSF Establishment and Trust Deed Updates

We will help you establish SMSF, manage funds and update trust deeds meticulously to ensure that the governing rules of funds are compliant with superannuation regulations.

Financial Statements and Annual Tax Return Preparation

We will meticulously prepare your SMSF financial statements, annual tax returns, and related documents to ensure compliance.

SuperStream Compliant Rollovers

We ensure your super contributions for your employees are SuperStream compliant, with timely fund transfers or rollovers.

Pension Establishment and Management

We will assist with setting up the pension accounts within SMSF, helping you plan and manage your income stream effectively.

Setting up Limited Recourse Borrowing Arrangement (LRBA)

We will help you set up an LRBA to purchase an asset, ensuring all requirements are met at the time of borrowing and throughout the period.

WE ARE ASSOCIATED WITH

FAQ’s

Yes, we help you set up an SMSF. Our SMSF team assists with SMSF establishment, drafting SMSF trust deeds, registering the fund with the ATO, and explaining your responsibilities as SMSF trustees. We ensure your self-managed super fund is set up in compliance with legal and ATO requirements.

Yes, we prepare and help lodge your annual SMSF tax return, income tax return, detailed financial statements, member statements, and all ATO compliance documents. Our experienced SMSF accounting team manages your fund’s records, super contributions, minimum pension payments, and ensures your self managed super fund meets Australian superannuation and tax laws. We also coordinate with registered SMSF auditors to keep your fund fully compliant. Our SMSF services are available to trustees across Coffs Harbour, Port Macquarie, and Macksville

Yes, our full range of SMSF services is available locally in Coffs Harbour, Port Macquarie, and Macksville. We support trustees with SMSF establishment, SMSF accounting, tax returns, SMSF audits, SMSF compliance, and ongoing tax and superannuation advice.

Yes, our team helps you prepare and lodge your Superannuation Guarantee Charge Statement (SGC). Our team handles SGC statements and offers clear tax advice to manage any penalties or interest with the ATO. We also ensure your self-managed super fund contributions stay compliant with Australian superannuation laws. We assist employers and trustees across Coffs Harbour, Port Macquarie, and Macksville.