SMSF ACCOUNTANTS
Expert Self-Managed Super Funds Perth & Osborne Park
A Self-Managed Super Fund will allow you the flexibility to create an investment strategy tailored to your personal and business goals, risk appetite, and long-term plans. We can provide you with personalised advice that supports your financial services needs from tax compliance and strategic tax planning through to long term strategies and retirement planning.
SMSF SPECIALISTS IN PERTH
Expert Self-Managed Super Funds Perth & Osborne Park
Managing an Self-Managed Super Fund (SMSF) gives you direct control over your retirement savings. Our team of SMSF accountants in Osborne Park have extensive experience in guiding individuals, business owners and investors so that they can get the most out of their self-managed super funds in order to maximise wealth and achieve financial security in retirement.
A Self-Managed Super Fund will allow you the flexibility to create an investment strategy tailored to your personal and business goals, risk appetite, and long-term plans. We can provide you with personalised advice that supports your financial services needs from tax compliance and strategic tax planning through to long term strategies and retirement planning.
OUR SERVICES COVER EVERY ASPECT
We are able to assist with the SMSF setup and rollover process, guiding you through fund establishment, registration and ongoing administration.
Our services include the preparation of SMSF tax returns, ensuring all tax obligations are met promptly.
We manage Account Based, Allocated, and Complying Pensions, handling everything from initial setup to ongoing management, helping you to meet your retirement goals effectively.
Ensuring that your SMSF is structured to meet your estate planning needs. Our guidance on Binding Death Benefit Nominations helps to ensure the appropriate distribution of assets to your beneficiaries.
Buying a property through your self-managed super fund can strategically grow your wealth. It is important to receive the correct advice during the process of purchasing property within your SMSF and managing Limited Recourse Borrowing Arrangements (LRBAs) for real estate investments, ensuring compliance and proper structuring of your acquisitions.
Keeping your SMSF Trust Deed up-to-date is essential. We conduct SMSF Trust Deed reviews updates and are able to assist with superannuation trust deeds for more complex structures, such as pre-1999 Special Purpose Unit Trusts.
All SMSFs are required to undergo annual audits. Our registered SMSF auditors perform thorough audits to verify that your fund complies with relevant legislation. We prioritise accuracy and compliance to ensure your fund meets Australian Tax Office (ATO) requirements.
- Lump Sum Withdrawals
- Re-contribution Strategies to pass tax benefits down to your beneficiaries
We are able to provide dedicated support for Self-Managed Super Funds in Perth, ensuring your fund operates efficiently and remains compliant.
Whether you are looking to set up an SMSF, complete your SMSF tax return, or navigate complex investments, our team of specialists have the correct expertise to assist you.
Speak with our SMSF team today to discuss how we can help with your Self-Managed Superannuation Fund.