Super & SMSF
Is a self-managed super fund right for you?
The benefits, costs and trustee responsibilities of running an SMSF in Australia, and the questions to answer before you set one up.
6 min read
Self-managed super funds
SMSF tax and accounting administration, tax planning, and working alongside your financial adviser.
Running your own super fund gives you control, and with it a long list of rules. As trustee you are responsible for the fund's compliance even when someone else keeps the records.
We look after SMSF accounting and administration so the fund's annual obligations are met, and we help you plan contributions and pensions with the tax consequences clearly in view.
How we support your fund
- Annual accounts and return
- Financial statements, member statements and the SMSF annual return prepared each year.
- Administration advice
- Practical guidance on trustee duties, record keeping and the paperwork the fund needs.
- Contribution planning
- Planning contributions to stay within caps and make the most of the concessions available.
- Pension tax planning
- Moving into retirement phase and paying pensions with the tax treatment understood in advance.
- Audit coordination
- Preparing the fund's records for the independent auditor and following up on any queries.
- Working with your advisers
- Collaborating with your financial planner or investment adviser so the fund's tax position is considered in every decision.
Who this is for
- Trustees setting up a new SMSF
- Funds changing accountants
- Members approaching retirement phase
- Funds holding property
Questions about self-managed super funds
Do you audit SMSFs?
Every SMSF needs an audit by an independent approved auditor. We prepare the fund's accounts and work with the auditor on your behalf.
Can you give investment advice for my SMSF?
We don't provide personal financial or investment advice. We look after the fund's accounting, tax and compliance, and are happy to work alongside your financial adviser.
Guides on self-managed super funds
Talk to Babu about your tax
Book an appointment at Bella Vista or Holder, or send your question on WhatsApp and get a reply from the person who will do the work.
Prefer to call? 0434 123 701