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Self-Managed Super Fund (SMSF) Service
At DLW Accountants, we offer comprehensive accounting support for Self-Managed Super Funds (SMSFs). Our services encompass the full range of SMSF needs, including setup, trustee options (individual or corporate), updates, investment strategies, changes of trustee, and documentation. packages for minutes and resolutions, as well as SMSF borrowing. SMSFs provide the ultimate flexibility and control in retirement savings, allowing you to make investment decisions in direct property, shares, managed funds, term deposits, or a combination of these options. We take pride in staying up to date with changes to superannuation legislation and actively engaging with our SMSF Trustee clients to help them maximize the opportunities that SMSFs offer.
Our SMSF Services Include:
⦁ Establishing Your SMSF: Setting up your self-managed superannuation fund tailored to your specific needs.
⦁ Compliance Management: Ensuring your fund complies with the Superannuation Industry (Supervision) Act (SIS Act).
⦁ Taxation and Audit Services: Providing comprehensive taxation support and audit services to maintain compliance.
⦁ Accounting and Member Records Maintenance: Keeping accurate and up-to-date records for all fund members.
⦁ Preparing Annual Financial Statements: Compiling detailed financial statements for your SMSF.
⦁ Assisting with Pension Transition: Guiding you through the process of transitioning your fund to the pension phase.
⦁ Annual Pension Fund Paperwork: Preparing all necessary documentation for pension payments.
⦁ Portfolio Record Maintenance: Tracking shareholdings, dividend reports, capital gains tax calculations, and transaction listings.
⦁ Taxation Obligations Management: Attending to all tax obligations, including income tax, regulatory returns, Instalment Activity Statements (IAS), Business Activity Statements (BAS), and eligible termination payments.
⦁ Compliance Management: Ensuring your fund complies with the Superannuation Industry (Supervision) Act (SIS Act).
⦁ Taxation and Audit Services: Providing comprehensive taxation support and audit services to maintain compliance.
⦁ Accounting and Member Records Maintenance: Keeping accurate and up-to-date records for all fund members.
⦁ Preparing Annual Financial Statements: Compiling detailed financial statements for your SMSF.
⦁ Assisting with Pension Transition: Guiding you through the process of transitioning your fund to the pension phase.
⦁ Annual Pension Fund Paperwork: Preparing all necessary documentation for pension payments.
⦁ Portfolio Record Maintenance: Tracking shareholdings, dividend reports, capital gains tax calculations, and transaction listings.
⦁ Taxation Obligations Management: Attending to all tax obligations, including income tax, regulatory returns, Instalment Activity Statements (IAS), Business Activity Statements (BAS), and eligible termination payments.
Let DLW Accountants help you achieve your financial goals through effective SMSF management. Contact us today to discuss how we can support your retirement planning journey!