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SMSF

Superannuation Strategy

Having a superannuation strategy can make the difference between a comfortable retirement and a financial struggle. The Government continues to make changes to the rules for super so it’s not always easy to be on top of the current rules. Our superannuation specialists keep up to date with these changes and can provide you with […]

Superannuation and Estate Planning

For some people, planning what happens when we die is a no-go zone. It brings up many emotions but it is an important part of keeping your affairs in order and making things easier for those you leave behind. Superannuation isn’t automatically dealt with under your will and as it may be one of your […]

SMSF Establishments/Windups

Deciding if an SMSF is right for you is not a once only decision.  It requires ongoing consideration as you age and your circumstances change.    We can assist with formal advice to determine if a SMSF is right for you and also if it remains the best option. Some of the advantages of a […]

SMSF Compliance

We’re here to assist you in effectively managing your SMSF including meeting all your compliance requirements. Our compliance services include the following: Preparation of annual financial statements, including member statements, tax returns and minutes Preparation of Business Activity and Instalment Activity Statements All Tax Office lodgements including Transfer Balance Reporting Pension administration We utilise data […]

SMSF Audits

One of the roles of an SMSF trustee is to organise an annual audit. As an SMSF holds funds for retirement and receives tax concessions, the auditor will review both the financial statements and compliance with the superannuation rules.  The audit process checks that SMSF trustees are held accountable and remain compliant with the super […]

Retirement Planning

One of the things we all appreciate is how quickly time passes.  Each year seems to pass more quickly than the previous one and before you know it, a decade has passed!  So it is important for us all to ensure that we make the most of life and the opportunities it brings.  This includes […]