Fees start from $1000 plus GST (does not include external audit fees).
If you have a SMSF, we can prepare your annual account and tax return, send your fund for audit, and lodge your tax return. We work with a large variety of clients, including self-employed individuals and sole traders, and due to our cloud-based software we are able to work with clients both locally here in South Australia, and interstate.
A Self-Managed Super Fund (SMSF) is a private superannuation fund in Australia that individuals manage themselves rather than relying on a professional fund manager. It is designed for people who want greater control over their retirement savings and investment decisions.
✔ Control – Choose your own investments and strategies.
✔ Flexibility – Invest in a wide range of assets.
✔ Tax Advantages – Potential tax savings with proper planning.
✔ Pooling of Resources – Multiple members can combine funds for larger investments.
❌ Time-Consuming – Requires ongoing management and compliance.
❌ High Setup & Running Costs – May include legal, accounting, and audit fees.
❌ Legal Responsibilities – Trustees must comply with strict superannuation laws.
❌ Risk of Poor Management – Bad investment choices can impact retirement savings.
An SMSF is best suited for financially knowledgeable individuals who are comfortable managing investments and compliance requirements. Would you like guidance on setting one up or comparing it to other superannuation options?
