Self Managed Superannuation Funds
Your most important asset
Key Services
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Tax Compliance
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Cost-effective audit services provided through an external reputable firm
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Discounted commercial and residential property management and sale rates through in-house realty (see Soliem)
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Accurate financial reporting on your SMSF assets and liabilities
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Strategic tax planning on transition to retirement/income streams
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Easy to use file management and submission system
Superannuation is your most important asset. It can provide a lifestyle for you when you can no longer rely on a wage or salary. We work with SMSF clients as regularly as they like, whether it be a monthly engagement or annual compliance and reporting only. We only provide services where the client sees value.
Superannuation funds are some of our more valued clients, as we have an active interest the accurate compliance and reporting of financial security, complex financial instruments, commercial and residential property. We also take a proactive approach rather than a reactive one, where we identify tax planning opportunities well in advance to make sure that the fund is providing benefits in the most tax efficient way possible.
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We also understand that there are few assets more personally important than superannuation, and will not charge you unnecessary fees for simple SMSF compliance. We aim to foster long-term client relationships, and fair pricing and upfront honesty are the key.