SELF-MANAGED SUPER FUND – CONTROL YOUR RETIREMENT MONEY WITH SAFE GUARDIANS
SMSF Accounting and Compliance Services
Managing a Self-Managed Superannuation Fund (SMSF) can be intricate and demanding for trustees without the appropriate expertise. While our firm does not hold an Australian Financial Services Licence (AFSL) to provide personal advice on SMSF establishment or tailored investment strategies, we excel in offering comprehensive support in taxation, compliance, and administrative matters related to SMSFs.
To further enhance our service, we have established a long-standing professional relationship with APT Wealth in Sydney. This partnership allows us to extend top-tier financial services to our clients. Through this collaboration, we assist with the setup of SMSFs and ensure that our clients have access to high-quality, personalised financial advice. This combined expertise helps effectively manage and grow your fund, providing peace of mind and ensuring compliance with all relevant regulations.
Our team supports our clients in the areas of:
- Choosing the proper administrative tools, such as SimpleFund 360
- Providing ad-hoc tax advice on various SMSF tax issues.
- Computerised bookkeeping
- Financial Statements and Tax Return
- Arranging hassle-free SMSF auditor and supporting the audit work.
FINANCIAL PLANNER
