Starting an SMSF for the first time can feel overwhelming. As a specialist self managed super funds accountant, The SMSF Accountant takes the complexity out of the process, guiding you through every step with confidence and clarity.
Why use a specialist self managed super funds accountant?
Whether you’ve received a Statement of Financial Advice recommending an SMSF, or you’ve made the decision yourself, the first step is establishing the fund correctly. This means setting up the right trustee structure, preparing all required documentation, and ensuring every registration is completed on time and in full. Get it right from the start and everything that follows becomes significantly easier.
We have been providing SMSF services for many years so we know every question you’re likely to have – and have all the answers. We’ll walk you through the entire process from start to finish.
Looking for SMSF advice?
Call Diana for an initial free SMSF consultation.
Corporate trustee setup done properly from the outset
If a corporate trustee is the right structure for your fund, we handle that too. We work with specialist superannuation lawyers to prepare Trust Deeds and company constitutions at competitive rates, ensuring your fund and its trustee structure are legally sound from day one.
Just looking ongoing administration? No problem. SMSF establishment is an add-on service. We take on many clients who already have a fund or have been operating for years.
Need help with corporate administration?
Find out about our Registered ASIC Agent Service.
Updating your Fund’s deed or changing your Fund’s trustee
Legislative changes occur often which can affect your SMSF. It is important to stay abreast of these changes and ensure your Fund’s Trust Deed is up to date.
A change of members or a change of investments are both valid reasons to change the Trustee of your Fund. You may need to change the structure to introduce a corporate trustee or just add another individual.
The SMSF Accountant can assist in making these changes quickly and seamlessly – ensuring the update flows through to the ABR and the ATO.
Want to know the latest SMSF news?
Read our articles about all things SMSF.
Whether you need help from day one or are looking to switch to a specialist self managed super funds accountant, we’re here to help.
