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. 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
Some of the advantages of a SMSF –
SMSF accounting, tax return & audit
Our accounting team will take care of yearly administration including audit.
Detailed Statement of Financial Position
Trustee Resolutions & Minutes
Lodgement of Tax Return
Profit & Loss & Operating Statement
SMSF set up
We help in taking care of creating the most valuable investment structure for your Super.
The SMSF Trust Deed
Sample Investment Strategy for SMSF
Documentation to appoint Trustees
Minutes to establish SMSF
ATO Application for ABN & TFN of SMSF
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.
We can advise you on how to pass the SMSF assets safely to your dear ones in the most tax effective way possible.
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
The tax laws governing super are very complex, we will advise you on minimizing tax liability in SMSF.
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.
“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. “
“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 ! “
“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”