Running your SMSF

Our expert and friendly team are experienced in establishing and running Self Managed Superannuation Funds (SMSF’s), ensuring you receive the very best accounting and taxation advice:

  • Setup of your superannuation fund
  • Year end accounting and taxation services
  • Ensure you comply with the stringent rules which apply to SMSF’s
  • Advice on what you can (and can’t) invest in
  • Advice and establishing superannuation pensions
  • Arranging for the independent audit of your SMSF
  • Upfront fixed fees ensure no nasty surprises once the job is done

Do you need a financial planner ?

While some of our wealthier clients have a financial planner to help look after their SMSF, other clients choose to do it themselves.

For these clients we will set you up on Sharesight, an online portfolio management system which helps you keep track of your investments and provides the various reports needed to keep on top of the SMSF legislation.

Check out the short video on the right for more information on Sharesight.

You can also check out some more ATO youtube vidoes below about your SMSF’s obligations.