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
