Services

Self-Managed Superfunds

Look forward to retirement when you let us help you set up the administration and management of your self-managed super fund.

We can help you navigate and comply with tax and super laws when managing your self-managed super fund.

Self-managed super funds, where you make all the decisions about investment options, are becoming more popular, but you need to keep on top of administration and management, and ensure you comply with all the relevant regulations. And there are a lot. Thankfully, our friendly team of accountants and business advisors knows how to set up your fund and help you manage it.

Setups

Self Managed Super Funds are considered one of the most powerful tax and investment structures in Australia and need to be set up correctly if they are to offer significant tax benefits, wealth-building potential, and optimal asset protection

Running a SMSF

Doing it all yourself is not always best. As trustees, you are responsible for the administrative obligations of your SMSF and ultimately have your retirement savings in your hands. Partnering with a trusted accountant to ensure you avoid costly mistakes that could render the fund non-compliant and incur debilitating Australian Taxation Office fines and penalties

SMSF Windup

Once SMSF Trustees decide to wind up a SMSF, there are many statutory obligations which must be dealt with and you must meet certain reporting and administrative obligations. Let us help with the leg work. 

FAQ’s

What is an SMSF?

SMSF means self-managed superannuation fund. It is a fund which is setup to receive your superannuation payments from your employer or business, you control where you invest these funds, which can include shares, term deposits, property. There are strict rules provided in the SIS act which have to be followed to allow the running of the SMSF.  You should seek advice from an AFS license holder if you require advice on SMSFs.  

Do you set up SMSF’s?

Yes, our team of highly experienced SMSF accountants can set up a SMSF for you and help you stay on top of your compliance, especially with the constantly changing taxation and regulatory controls. 

How much does a SMSF cost?

SMSF aren’t cheap! The setup can range from $500 all the way up to around $8,000, but just like most offers out there, if it seems too good to be true, it probably is. Cheap SMSF setup sites can prove more costly in the long run. On top of this, the annual running costs start from $2,500 and go up to $20,000 including ongoing accounting, audit fees, ATO SMSF Supervisory Levy and advice fees.  

Pricing

Compliance - Basic Package

From $ 500

Per Month
    •  Financial Statements
    •  Tax Returns
    • Personal Tax Returns
    • Business Activity Statements
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Solutions - Most PopularRecommended

From $ 850

Per Month
  • Financial Statements
  • Tax Returns
  • Personal Tax Returns
  • Business Activity Statements
  • Unlimited Email & Phone Support
  • ASIC Annual Compliance
  • Review Meetings
  • Tax Planning
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Growth - Platinum Package

From $ 1250

Per Month
  • Financial Statements
  • Tax Returns
  • Personal Tax Returns
  • Business Activity Statements
  • Unlimited Email & Phone Support
  • ASIC Annual Compliance
  • Monthly Review Meetings
  • Annual Tax Planning
  • Cashflow Budgeting and Business Coaching
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OUR FRIENDS

We support small businesses across Perth to achieve their goals through building a financially healthy business

Client Commitment

More than just tax compliance. We are available throughout the year as your trusted advisor and business partner.

Fixed Price Solutions

Fixed price accounting solutions tailored to your business. Honest, upfront and able to be charged monthly to assist your cashflow.

Rapid Business Support

We respect your time. Our fixed price solutions include fast turnaround of all email queries plus unlimited phone support.

Up-skilling

Our staff are Chartered Accountants (CA), Certified Practicing Accountants (CPA) and sit on the committee of the Taxation Practitioner's Board. With a strong focus on upskilling and education for the firm.

Latest Technology

Innovation through utilising new technology that is client friendly whilst maintaining a high level of security around payments, data collection and protection.

Personal

Our accountants specalise in industries they have first-hand experience in, so they can truly understand your business, its needs and are able to speak your language.