Self Managed Super Fund (SMSF) Advisors in Sydney, Australia

Self Managed Super Fund (SMSF) Advisors in Sydney, Australia

Plan for your Future

 

SMSFs (Self-Managed Superannuation Funds) became very popular to Australians lately to build and manage their retirement nest eggs. The biggest advantage of SMSF is it does provide a range of investment options. Even though SMSF have lots of benefits but it’s have extra compliances to meet as well. CBD Accountants Sydney and its SMSF expert team are ready to manage your SMSFs all compliances which includes setting up your SMSF, Accounting, Bookkeeping, Audit and Tax Returns.

 

SOA – Statement of Advice and Initial Consultation

 

Advisors At CBD Accountants Sydney are ready to hear your concern regarding how to setup the SMSF, how it will operate, what are the advantage and disadvantage of running a SMSF etc. We are here to answer your all queries. Our SMSF expert team is ready to provide you the initial consultation and Statement of Advice (SOA) right middle of Sydney CBD.

 

Setting up your SMSF & Rollover of Existing Funds

 

Our SMSF expert team have many years of experience for setting up SMSF. Whether you want to set up your SMSF with individual trustees or corporate trustees we are here to assist you to set it up.

 

We will take care of all compliances including SMSF Trust Deed, ASIC setup and ATO setup for your SMSF. Also we are here to assist you to roll over your existing industry funds to your new SMSF. To simply the SMSF setup process we offer our clients fixed price package.

 

Day to Day Support

 

Most of the SMSF trustees and directors worried about the ongoing compliances like Bookkeeping, Preparation of Financial Reports, Members Statements and Trustee Reports, annual ASIC report etc. CBD Accountants Sydney have strong team to manage your day-to-day compliances. When we manage your compliances, we can make assure you that your fund is compliant with ATO and ASIC.

 

Annual Tax Return for SMSF

 

All SMSF must submit annual tax return before the due date to be compliant with ATO and avoid any potential penalties for late lodgement. CBD Accountants Sydney’s SMSF tax specialists are ready to prepare and lodge your SMSF’s annual tax return at timely manner. When we prepare tax returns, we always provide advice on how to minimise your SMFS’s tax bill.

 

SMSF Audit

 

SMSF audit is a mandatory part of the compliance before submitting the annual tax return for your SMSF. It’s a legal requirement that all SMSF must be audited by ASIC registered auditor. Auditors work with CBD Accountants Sydney are highly qualified and experienced. They are committed and always complete the audit work timely manner. As a result, your SMSF’s tax return will be lodged on time.