Take control of your super with a Self Managed Super Fund (SMSF)

Would you like greater flexibility and control over your retirement savings and how they’re invested? Consider setting up a Self Managed Super Fund.

As the name suggests, you manage the super fund and decide how to invest. A SMSF allows you to also have the flexibility to make timely investment decisions when market conditions change. The SMSF can now have up to six members. Typically, a six member SMSF would include two spouses and their children, though it can include anyone other than an employee of another member, unless they are related to each other.

SWOT Consulting - Your SMSF accounting / compliance experts

We provide a comprehensive SMSF accounting and administration service. We take care of the initial setup if you’re looking to establish a new SMSF. If you have an existing SMSF we can assist you to transfer your superannuation fund to our service.

SMSF Establishment

Our SMSF establishment services include:

• Trust deed;
• Trustee appointment minutes;
• Trustee declarations;
• Member applications;
• Establishment minutes;
• Template investment strategy;
• Registation for ABN and TFN;
• Arrangement for your super to become a regulated SMSF;

SMSF accounting, administration and compliance

We take care of the paperwork – tax returns, member contribution statements and the annual audit, letting you manage the decisions. Our SMSF administrative services include:

• Annual financial statements (including an Operating Statement, Statement of Financial Position, Member Statements and Investment Summary & Income Reports);
• Arrangement for the audit of the financial statements;
• Annual income tax return;
• Documents to commence or cease pensions (if required);
• Preparation of annual trustee resolutions.

SMSF Disclaimer

We are a firm of accountants and not financial advisers. Superfund itself as per corporations law is not a financial product. We do not provide any financial product advice or recommend that a SMSF is suitable to you.

We are tax agents and SMSF Specialist accountants. We are not licensed to provide any personal financial advice. We follow the best interests of our clients under ASIC's Regulatory Guide and taxation is only one of the matters that must be considered when making a decision to set up a Self Managed Super Fund.

Any information on our websites, email marketing correspondence, and social media channels is general and does not consider any individual’s objectives, circumstances, or financial needs.