A self-managed super fund is a small superannuation trust that has the primary purpose of providing retirement benefits to the members, where the members themselves act as trustees. This means that the members control and run the super fund.

We provide comprehensive accounting, tax and compliance services for self-managed super funds.

Setting Up

Setting up a new self-managed super fund.

Compliance

Annual accounting and tax service, Actuarial Certificate where required.

Documentation

Change of trustee/members, Property and borrowing, Commencing pension.

Winding Up

Winding up your SMSF. Final Financial reports preparation.

Our main services.

Tax Compliance and Strategy

Complying with tax regulations are part and parcel of running any business but can easily become a time consuming headache for business owners and managers.

Payroll and HR

At all times you are informed, have oversight of all payments and processes and may make changes as required though face to face or virtual meetings.

Management Accounting

We are ready to work with you to analyse your business performance and develop strategic methods to make great profitable changes.