We are a firm of Accountants specialising in establishing and administrating Self-Managed
Superannuation Funds.
For the past 11 years, we have assisted trustees in annual administration of their
DIY Super Funds. These functions include preparing accounts, Income Tax &
related returns and audit of DIY Super Funds.
We offer three main services to our clients
You will find our fees 50 % less than other accountants. This is because we are
a specialist firm of accountants, we have built in-house accounting packages and
systems to quickly capture and record each transaction only once. This saves double
handling & results in cost savings.
Our Fees are fully tax deductible to your DIY Super Fund.This is our only business;
we just have to do it well and you, inturn get a quality service, as our staff
handles only DIY Super Funds and are proficient in every aspect of DIY Super Fund's
accounting and tax matters.
- Minimising tax of your DIY Super fund
- Developing Strategies for SUPER GEARING (We coined the phrase which is now so ever popular)
- Maximising and utilisation of your RBL
- Managing your golden handshake on retirement;
- Maximising spouse contributions including RBL where your spouse is currently employed by yourself or an arm's length employer
- Developing Strategies where your spouse is currently not working or, if working, is earning assessable income of less than $13,800 a year.
- Utilise tax-free thresholds lump sum threshold (for 2005/06 is $129,751).
- Arranging Pensions to you from your DIY Super Fund.
- We can help you to establish your DIY Super Fund with it's own Trust Deed and ensure it is fully compliant with SIS regulation and requirements, whilst being flexible enough to suit your individual needs.
- Organise an ABN, Tax File Number, register for GST & apply for your DIY Super Fund to be a complying fund.
- We place your fund on our register so that it can be updated as regulations change, including sending you monthly Newsletters.
- We help you to open a cash management account with a bank of your choice. You, as the trustee, hold the chequebook.
- Assist you to arrange roll over of your super monies from other funds in your cash management account.
- We tailor a structure to suit your needs, like trusts etc for property or other investments, including incorporating a company to be the corporate trustee of your Superannuation Fund.
- Assist to open accounts with Share Brokers and introduce you to Property Buyers Agents etc.
- Administer your DIY Super Fund
- Monthly Financial Accounts.
- Independent Audit of Accounts
- Prepare Income tax & other returns
- Member Contribution Statements
- Electronically lodge with ATO
- Assist in preparing Income tax returns of members of your DIY Super Fund.
- Suggest where to invest your Superannuation Funds, this you have to decide yourself.
- Become Trustee of your Superannuation Fund.
- Give your details to any Marketing company or try to sell to your Superannuation Funds any form of Investments. All investments have to be decided by you.