All packages include:
Preparation of annual financial statements and member contribution reports to keep your SMSF transparent and audit-ready.
Expert handling of SMSF income tax returns, including capital gains and pension calculations, for optimal tax efficiency.
Annual investment strategy reviews and ongoing compliance checks to mitigate risks.
ATO-approved audits by our SMSF Specialist Auditor, covering all assets from cash and shares to property and crypto.
Secure access to Class Super for monitoring, plus strategic advice on contributions, withdrawals, and estate planning.
Tailored for diverse portfolios, including LRBA loans, managed funds, unlisted companies, and precious metals.
We’ll assess your financial needs and provide tailored advice, with no obligation to sign up.
Our team guides you through the entire process, including choosing between individual or corporate trustees, drafting a compliant trust deed, obtaining an ABN and TFN from the ATO, and transferring initial assets. We ensure your fund meets residency requirements and is established with assets set aside for retirement benefits. This service minimizes setup risks and gets your SMSF operational quickly.
Our independent audits review your fund’s financials, investments, and compliance with SIS Act rules, ensuring ATO approval.
Yes, we provide expert advice on diverse investments like shares, property, managed funds, cryptocurrencies, and collectibles, ensuring they align with your documented investment strategy. Using tools like Class Super, we offer real-time reporting, asset valuation, and compliance checks to optimize returns while adhering to ATO rules on related-party transactions.
It’s very simple to change accountants at any time in the year.
We manage the entire process to ensure a smooth and easy transition.