For many, a self-managed superannuation fund (SMSF) is a great avenue to plan for the future and take advantage of tax concessions. We can help audit your fund, manage compliance aspects, including taxation obligations, financial reports and requirements under the Superannuation Industry (Supervision) Act 1993.
BTMH Gosford and Bondi Junction will assist you in opening and managing your self managed super fund, always focusing on tax-effectiveness, protection of assets and compliance with applicable laws and regulations.
- Establish your self managed super fund and transfer all assets to the fund
- Advise you and other trustees of obligations and responsibilities
- Assist with fund compliance
- Prepare annual accounts
- Monitor your fund
- Audit your self managed super fund accordingly.
We are professional, ATO-approved auditors and work with our client’s best interest at heart for the future.
Please note: You must be fully aware of the Superannuation Industry (Supervision) Act 1993 (Cth) and the accompanying regulations.
Are you interested in setting up a SMSF? Let us guide you in the right direction. Talk to us today about a self managed super fund and if it’s the right choice for you.