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We are your DIY Super Funds

One Stop Shop

We provide professional services for Self- Managed Super Funds (SMSFs) including:

·        Accounting and taxation professional services

·        Independent audit completed at a flat rate of $330 (incl. GST)

Please watch any of the videos below that you deem is relevant to your circumstances. These videos are from Tax Office to educate and inform the public about SMSFs:

    Thinking about an SMSF

�         What's involved with an SMSF

�         Why do I want an SMSF

�         You can't do it all yourself

Setting up an SMSF

�         Setting up your SMSF

�         SMSF trustees - individual or corporate

�         Trustee declaration

�         Planning for the unexpected

Investments

�         Sole purpose test

�         Separation of assets

�         Loans and early access

�         SMSF - related party transactions

�         Arm's length

�         In-house assets

�         Borrowing and limited recourse borrowing arrangements

�         Business real property

Contributions and payments

�         Super contributions cap

�         Planning for retirement

�         Retirement and conditions of release

�         What happens when a member dies

�         Paying an income stream

�         Paying an income stream 2

Administration and wind up

�         Annual obligations

�         The annual audit

�         Investment strategy

�         Record keeping in your SMSF

�         What happens if your fund breaches the law

�         When should I wind up my SMSF

We provide comprehensive administration, accounting and taxation professional services for super funds with the broad range of investments available.

We, also, engage independent auditors to audit your superannuation fund in compliance with Superannuation Industry Supervisory (SIS) Act legislations and Australian Auditing Standards and Regulations.

                                 

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Liability limited by a scheme approved under the Professional Standards Legislation