SMSF Administration

As independent accountants and advisers, we do not sell products, nor take kickbacks or commissions, incentives etc from financial planners, or put them on staff, to sell products to our clients. We work with you directly or financial planner of your choosing to ensure that your Self-Managed Super Fund (SMSF) is tax effective and financially viable. We work with you and/or your financial planner to ensure your SMSF is sustainable, compliant and controlled.

As your trusted SMSF Accountant, we will attend the following annual compliance obligations for your SMSF:

• Preparation of an annual balance sheet.
• Preparation of an annual Profit and Loss statement.
• Preparation of annual Member Statements.
• Preparation of annual Trustee Resolutions & Minutes.
• Preparation and lodgement of your SMSF annal income tax return.
• Preparation of an annual Audit and liaise with your appointed SMSF Auditor. 

What are your SMSF investment options?

With an SMSF, you can choose to invest in a broad range of asset classes, including:

• Australian and international shares (listed and unlisted)
• Residential or commercial property
• Cash and term deposits
• Fixed income products
• Physical commodities
• Property
• Collectables

We do not advise on your specific investment advice as we do not provide any financial advice, you need to seek advice from your financial planner.

Choose Individual Trustee or a corporate trustee?