Superannuation is more than just the compulsory contribution an employer makes for their staff. It is your wealth and your money. Eventually it will be a part of your retirement. Superannuation is a complex area. You need to manage the tax and investment issues as well as regulatory obligations. There may also be other considerations such as estate planning.

We can help you to manage your own SMSF. We can provide timely, accurate tax advice so your fund can comply with the relevant tax and super legislation needed to be a complying super fund.

Self Managed Superannuation Funds (SMSFs)

As a trustee of a SMSF you are responsible for the management and control of your superannuation benefits (Trustee obligations).

You have a requirement to produce financial accounts, get an independent audit, lodge a tax return, and produce members’ statements as well as be aware of many other issues such as event-based reporting and Transfer Balance Account management (TBAR lodgements).

All Accounting and Tax has specialised knowledge and expertise in this area. We use specialised superannuation software and arrange for fully independent audits so that you are taking large steps in the right direction. Complexity means that super shouldn’t be a DIY project. Advice is essential if you want to make the most of the tax laws and prepare for a better retirement.

Superannuation Financial Planning

Planning and good management is needed to make the most out of this form of wealth accumulation. We work with our clients’ brokers and financial planners to maximise your retirement benefits. We make the tax rules work the best they can for you to increase your retirement wealth.