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Self Managed Super Funds (SMSF)

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SMSF set up

Let us take care of creating your most valuable investment structure from $149


  • The SMSF Trust Deed
  • Documentation to appoint Trustees
  • Trustee Declarations
  • ATO Application for SMSF Tax File Number
  • ATO Application to obtain an ABN for your SMSF
  • Sample Investment Strategy for SMSF
  • Resolutions and minutes for establishment of SMSF

SMSF accounting, tax return & audit

Our accounting team including smsf auditor will take care of yearly administration from $990


  • Detailed Statement of Financial Position
  • Profit & Loss Statement/Operating Statement
  • Member Statements
  • Investment Reports
  • Trustee Resolutions & Minutes
  • Preparation & Lodgment of Tax Return
  • Independent Audit Report

SMSF Accountants Sydney

Dealing with SMSF can be quite daunting – leave this to us as we are experts in this field !

A Self Managed Super Fund is a most tax effective way to create wealth for retirement, however, due to frequent changes to regulations managing it can be challenging at times. The good news is we, over the years have built up a system to provide exceptional & efficient accounting service for SMSF. We are one of the leading smsf accountants in Sydney. We help trustees remain compliant with ATO’s complex guidelines for trustees.

Our country has one of the highest rate of tax in the world this makes saving and investing very tough. A smsf gives you more control over the type of life you want to lead after retirement.

Some of the advantages of a SMSF including but not limited to –

  • A very  attractive tax rate of just 15% on contribution and income. Any capital gain is taxed at just 10% and in some cases not taxed at all.
  • The fund can directly invest in a diverse pool of asset like shares, bonds, commercial and residential real estate.
  • The fund doesn’t pay fees for management of the fund which over a period results in tens of thousands of $ in savings.
  • The fund can borrow to invest in residential and commercial property.

So the big question is why choose us?

  • We have a team of qualified auditors and accountants specialising in smsfs.
  • We provide excellent quality of service at a very competitive price.
  • We guide you to set up the right structure of super fund beneficial for your situation over long period of time
  • We provide you money back guarantee, if you are not happy with our services your fees are fully refunded.
  • We don’t outsource our work overseas as lot of other accountant and financial planners do, you have complete security of personal data.
  • We can help you getting loan through super to buy investment property and other assets.

Please Contact us for more information.

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