SMSF Accountants and Administration in Parramatta
Taking your burden out of compliance
SMSF Accountants Parramatta
SMSF (Self Managed Super Funds) is a superannuation fund designed to distribute retirement benefits to its members. One of the main advantages of SMSF is the amount of control it provides to its members over their investments.
Being the member or trustee of SMSF, you are responsible for creating an effective investment strategy, finalizing reporting obligations, preparing financial statements, and complying with investment requirements. However, due to continual changes to regulations and lack of extensive knowledge of the field, managing everything often becomes challenging, opening the door for expert assistance.
The exceptional accounting services rendered by our experienced SMSF accountants streamlines your work and relieve you of the burden of paperwork. Our professional accountants don’t turn away from providing expedient guidance at every step of your way. We specialize in SMSF accounting, administration, and taxation to offer reliable SMSF related services.
SMSF Administration Parramatta
It is crucial to set up SMSF correctly. Our comprehensive SMSF administration service helps the client in establishing SMSF in the right manner. We help in creating a trust deed and devising an effective investment strategy.
Besides, our paperless administration services enable regular reconciliation of your funds to identify any non-compliance. We take care of the year-end administration work. Moreover, the pieces of advice provided by our expert SMSF administration team holds significance concerning the long term success.
SMSF Tax Return Parramatta
Taxation and auditing are important aspects of SMSF. Our experienced team of SMSF tax return makes sure that your SMSF is ATO compliant. Our SMSF tax return responsibilities encompass SMSF auditing, preparing accounts and financial statements, and lodging an annual income tax return and superfund annual return. We follow strict lodgement due dates.
Furthermore, we assist in implementing investment strategies to help in reducing tax payments as you move towards your retirement. The main goal of our SMSF tax return team is to minimize your taxes and maximize your fund’s returns so that you have more when you retire.
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 $999+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.
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“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”