Self Managed Super Fund (SMSF)
We help create wealth for your retirement in most tax-effective way possible.
SMSF Accountants Sydney
End-to-end service to start your own self-managed super fund (SMSF).
A self-managed Super fund (SMSF) is the most tax effective way to create wealth for retirement. However, due to frequent changes to regulations, managing it can be challenging at times.
The good news is that over many years, Taxgain has built a system to provide exceptional and efficient accounting options for SMSF. We’ll provide you with the complete solution of self managed super fund tax returns and accountant superannuation. Our SMSF tax return team ensures that your self-managed super fund is ATO compliant, helping to minimise your taxes. We are one of the leading SMSF accountants in Sydney that provides you with the paperless SMSF administration services, which enables us to charge a fair fee and results in value for you.
Access our SMSF tax return and SMSF administration services and expertise today and let us give you peace of mind when planning your financial future. Our SMSF tax accountants in Sydney provide personalised financial solutions.
Looking for the best SMSF service providers in Sydney?
You’re in the right place! We offer the most reliable self managed super funds accounting services at your fingertips. Partner with one of Sydney’s best SMSF service providers to get efficient accounting solutions.
SOME OF THE ADVANTAGES OF A SMSF:
- A competitive tax rate of just 15% contribution and income. Any capital gain is taxed at 10% and in some cases may not be taxed at all
- The fund can directly invest in a diverse pool of asset like shares, bonds, commercial and residential real estate
- The fund doesn’t pay fees for fund management which over a period results in tens of thousands of dollars in savings
- The fund can borrow to invest in residential and commercial property
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SMSF Accounting, SMSF Tax Return & Audit
Our SMSF specialist accountants will take care of yearly administration, including audits. We specialise in SMSF audit and tax return services, ensuring your self-managed super fund is compliant and optimised for maximum benefits.
Detailed Statement of Financial Position
Member Statements
Trustee Resolutions & Minutes
Lodgement of Tax Return
Profit & Loss & Operating Statement
Investment Reports
SMSF Setup
The SMSF Trust Deed
Trustee Declarations
Sample Investment Strategy for SMSF
Documentation to appoint Trustees
Minutes to establish SMSF
ATO Application for ABN & TFN of SMSF
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SMSF Trust Deed Review
Our SMSF accountant will review your trust deed to make sure it is compliant with current laws and make changes when necessary.
Borrowing In SMSF To Buy Property
We work with many lenders to arrange finance to buy property in your SMSF.
Estate Planning
We can advise you on how to pass the SMSF assets safely to your dear ones in the most tax effective way possible.
Pension Commencement
Our SMSF specialist can advise you on when can you start drawing pension, minimum pension rates and prepare documents to commence pension from SMSF.
Investment Strategies In Super
We have financial planner on board to assist you set up right investment strategy to retire comfortably
Tax Planning
The tax laws governing super are very complex, we will advise you on minimizing tax liability in SMSF.
Faq's
How to transfer the administration of my SMSF?
You just need to inform your outgoing accountant of our appointment; we liaise with them to transfer all documents on file. We add you as our client on ATO portal and start working for you.
Is your fee is fixed?
Our fees are fixed once quoted, the starting price is $1090+GST, for a simple SMSF with 1 bank account and term deposit, please call us to get a customize quote, we promise our prices are reasonable.
What documents I need when transferring my SMSF?
Some of the common documents we need are -
Signed trust deed with signed member & trustee declaration;
Last lodged tax return, audit & financial reports;
Current year bank statement, share portfolio and trading statement;
If property investor, annual property statement from real estate agent
How do I get started?
Make an initial phone call or fill out the contact form on our website . We will then send you a customised quote, upon accepting the quote, we will allocate your account to one of our SMSF accountant.
Happy Customers
TREK NSW
“I’ve used Taxgain for all my taxation since moving to Sydney, and they have been more than helping in sorting out my returns and making the process easy and affordable. I have used them both for personal and company tax needs. Highly recommend if you want a quick, easy and friendly way to complete your tax obligations. “
LIZ
“I had so many issues with my previous accountant – blackmailed me and overcharging me just to hand over my files. Mahesh has patiently went through all my current accounting issues and assisted me with great patience. I feel he is a gentleman of complete integrity ! “
NAOMI STEELE
“Mahesh and the team at Taxgain were great in preparing my tax return. They are very responsive and the turnaround time from my enquiry to completion was excellent. I highly recommend Taxgain and will be using them again”