Specialist SMSF Accounting Services Tailored to Australian Investors

At Australian Accountants, we understand that managing a Self-Managed Super Fund  can be both rewarding and complex. Together with AA Advisory, we offer an integrated and professional SMSF administration and accounting service designed to meet the specific needs of Australian investors.

Our services are tailored to support DIY investors, providing expert advice and ensuring your fund operates in full compliance with guidelines set by the Australian Taxation Office (ATO).

Our Comprehensive SMSF Services

We understand that managing an self managed superannuation fund can be complex. That’s why we offer a wide range of specialised services, including:

1. SMSF Establishment and Setup

Starting an self managed superannuation fund involves multiple legal and administrative requirements. We assist with:

• Registering your SMSF with the ATO.
• Drafting a legally compliant trust deed.
• Setting up a tax file number (TFN) and Australian business number (ABN).
• Establishing bank accounts and investment platforms for your fund.

2. SMSF Administration and Compliance

Managing an self managed superannuation fund requires strict adherence to ATO guidelines. Our services include:

• Preparation of annual financial statements.
• Lodgement of self managed superannuation fund tax returns.
• Compliance monitoring to ensure your investments meet the sole purpose test.
• Coordinating annual independent audits.

3. SMSF Investment Strategy Support

Developing an effective investment strategy is crucial for achieving your retirement goals. We provide advice on:

• Diversifying investments to minimise risk.
• Incorporating property, shares, and other assets into your SMSF.
• Adjusting your strategy based on life stages and market trends.

4. Retirement and Pension Planning

As you approach retirement, we help optimise your self managed superannuation fund for pension phase, including:

• Setting up account-based pensions.
• Calculating and managing minimum pension payments.
• Tax optimisation strategies for the retirement phase.

5. Estate Planning for SMSFs

Ensure your wealth is distributed according to your wishes with our estate planning services, including:

• Structuring binding death benefit nominations.
• Ensuring tax-effective transfers of superannuation assets to beneficiaries.

Contact Australian Accountants today to discuss how we can help you.

Who Can Benefit from Our SMSF Accounting Services?

Our SMSF accounting advice is ideal for:

• First-Time SMSF Investors: We guide you through the establishment process and provide ongoing support.
• Experienced Investors: Benefit from our expert advice to maximise the performance of your SMSF.
• Business Owners and Professionals: Manage your retirement savings with a trusted accounting partner who understands your needs.

For expert advice and tailored tax solutions, contact us today and discover how effective tax planning can benefit you or your business.