Assistance with establishing a new SMSF, including the registration process with the relevant authorities.
Assistance with establishing a bare trust structure required to borrow money in SMSF to buy a property.
Managing all compliance requirements, including lodging annual returns, financial statements, and member contribution reports.
Offering tax planning strategies to optimize tax benefits for SMSFs and providing advice on tax-efficient investment options.
Advising on contribution limits, contribution types (concessional and non-concessional), and timing to maximize benefits.
Assisting with the setup and administration of SMSF pensions, including transition-to-retirement pensions and account-based pensions.
Recommending reputable SMSF auditors to conduct the mandatory annual audits.
Conducting periodic compliance health checks to identify potential issues and ensure the SMSF remains compliant with regulations.
Evaluating member eligibility for contributions and ensuring compliance with contribution rules.
Assisting with the process of winding up an SMSF, if required.
Handling accounting and tax aspects related to SMSF-owned investment properties.
Providing advice on CGT implications of SMSF investment decisions.
Offering technical support and guidance on SMSF-related matters.
Keeping clients informed about changes in superannuation laws and regulations that may impact their SMSF.
Offering integration with popular accounting and financial software to streamline SMSF record-keeping and reporting.
Assisting with the preparation of various types of documents based on your requirements.