Self-Managed Superannuation Funds (SMSF)
Self Managed Superannuation Funds (SMSF)
HIGH ACHIEVING SOLUTIONS FOR WEALTH CREATION FOR A BETTER OUTLOOK
At AE Wide Accountants we offer the ability to manage and assist you to build your Self-Managed Super Fund (SMSF).
About Self-Managed Super Funds (SMSF)
In Australia, a Self-Managed Super Fund is one of the best ways to save and invest your retirement money. When it comes to setting up a Self-Managed Super Fund, it is important to understand that there a number of differences that must be properly realised in order to make the best decision for you and your money.
Our comprehensive service includes establishment of a new fund, updating of an existing fund, and amendments in the terms of your existing managed superannuation fund. Most importantly, we’ll help you secure your savings through compliance.
In order to maintain our superior quality and prompt service, we work together with a group of highly reputable accountants, financial planners, and a network of banks and financial institutions. Together, we’ll help you manage your wealth more efficiently while avoiding risks and meeting goals.
Let us take care of the paperwork and legal hassle so that you can enjoy the benefits and the peace of mind.
Self Managed Super Funds Services Sydney (SMSF)
We at AE Wide Accountants can assist you in the preparation of self-managed superannuation fund in Sydney and also in bringing an existing fund compliant with the current requirements of the legislation. We provide the following services
- Assist with New SMSF Set Up
- Preparation of Annual Financial Statements
- Preparation & Lodgement of Income Tax Returns
- Preparation of Business and / or Instalment Activity Statements (as required)
- Processing of paperwork relating to contributions, benefits, pension and insurance payment
- Trust Deed Maintenance & SMSF Constitutions
- Members’ Statements & other relevant minutes & forms
- Assistance with external Audit of Fund (as required)
- Commencing Account Based Pensions
- Adding/Removing Members
- Tax advice on various SMSF strategies including pensions and limited recourse borrowing to purchase property
