Self Managed Super Fund (SMSF) Specialists

Self-managed superannuation funds are becoming more sought after in current years as individuals want the capability of maximising their future funds by gaining control over what their money will be invested in today. Your superannuation can be one of the biggest investments you will ever have and we at CBD Accountants Liverpool recognise the stress that can come with making sure you meet all compliance regulations. 

Initial Consultation and Statement of Advice (SOA)

We are eager to assist with a recommendation to start your SMSF by arranging an initial consultation and supplying you with a Statement of Advice (SOA). This SOA is legally required before you can setup and start making transactions. Our SMSF Adviser can assist with just this step or can enthusiastically assist with the entirety of the SMSF process as a package deal.

Setup & Rollover of Existing Funds

Our dedicated team are experienced in the setup of SMSFs and easily can manage your entire fund’s paperwork and set up with both ATO and ASIC for those needing corporate trustees. We will make the process as simple as possible; we can rollover any existing funds into your new SMSF and are able to produce the fund’s trust deed for you.

If you want just the setup and rollover of superannuation, we are able to charge a flat fixed fee which includes all legal fees. However if you would like to continue with us for the rest of the SMSF process, we are easily able to cater to your needs.

Ongoing support

We are happy to look after your SMSF with continual support services that includes bookkeeping, the preparation of financial statements, member statements and end of year financial trustee reports. Our SMSF specialists are also able to advise you on optimal investment strategies and take into account your preference of asset investment such as shares (direct equities) or real estate (direct property). We at CBD Accountants Liverpool can manage your secretarial work, ensuring you remain ASIC compliant as well as performing a review on your current strategies. We are also always available if you have any other questions or would like to add or remove members, please don’t hesitate to contact us.

SMSF Audit

SMSFs are legally required to undertake an annual audit before the submission of their tax return. This audit must be completed by an ASIC registered auditor and our auditors at CBD Accountants Liverpool have demonstrated that they are experienced and skilled in performing this audit. Our auditing reports are provided in accordance with all superannuation laws and their associated codes of practice and regulations. The opinion of the status of the fund is also disclosed in the report which then permits the SMSF to continue its operation.

Tax Compliance

Self-managed superannuation funds are required to annually lodge a tax return with the ATO, which our experienced, highly skilled tax and SMSF specialists would be happy to complete for you. They will ensure all compliance is met and are eager to share with you their knowledge and advise on ways to reduce your tax burdens in the future that you can stay ahead and maximise your superannuation goals.