SMSF (Accounting & Tax)

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Self-managed super funds (SMSFs), are now a significant segment of the super industry.  For most Australians their superannuation is the biggest investment they have.

For trustees of SMSFs, managing your own fund and getting it right is very important. There are many rules and regulations in the various laws that govern super that are designed to protect your retirement income. As a trustee, you need to adhere to the rules and know that you are ultimately responsible for the running of the fund, even if you use tax, financial and super professionals to help to manage it.

At Allen & Co Accountants we provide compliance services to help you comply with the rules and regulations.

What do you need to set up a super fund?

A large amount of money to justify the set-up and annual running costs, generally at least $250,000
You need to allow for ongoing expenses such as accounting, audit, legal & investment advice
Plenty of time to manage the fund
Consider insurance options such as life, income protection and Total & Permanent Disability

Why set up a self managed super fund?

Greater control of your finances and investments
More investment options - you can choose where & when to invest
Significant tax benefits
Peace of mind knowing you have control of your investments and have advice on hand

What ACA133 can do to help with SMSFs?

Establish the fundHelp manage the rollovers into the fund
Liaise with your Financial Planner to establish an investment strategy
Liaise with your lender to organise property finance
Complete the tax return and financial statements

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