Services
Self Managed
Super Fund
We provide professional services for self managed superfund which include:
Set-up and administration
We can arrange for the establishment, on-going maintenance and administration of your superfund, including annual meetings and superfund correspondence.
Tax return preparation and accounting
We can prepare the income tax return and annual financial statements for the superfund including an annual financial analysis of the fund’s investments and performance.
Tax and retirement planning
This includes advice on:
- Various tax-effective strategies for the superfund;
- Tax implications of the various pensions available on or near retirement and lump sum payments available at retirement;
- Tax consequences of different investments and investment scenarios, including what-if calculations on a proposed purchase, sale, takeover or other investment transaction.
- Audit – We can arrange for the annual financial and compliance audit of the superfund efficiently and at an affordable price.
- Installment Warrants – We can help you buy a property through your super fund.
Call (02) 9262-7188 now
Our tax agents are available and can provide you with immediate assistance
F.A.Q.
Common Questions
Why should I choose you?
Our clients’ testimonials are our stamps of approval. Some great reasons are:
- Superior service levels – Our friendly and knowledgeable staff view our relationship with you and your business as long term. We get to know you and your business well so we really do understand what you need to make it a success. After all, your success is our success.
- One-stop shop – To help you to unleash your business’ potential, we provide a great range of services. This comprehensive approach means that we always see the big picture and you get great support services for your business all under one roof, saving you time and money.
- Peace of mind – Time is precious for all businesses, particularly for small and medium sized businesses. More often than not owners and employees are juggling a number of roles and day-to-day tasks. The last thing you want is to worry about your business’ financial health. With Accountants Australia, you can be rest assured that your tax, accounting, financial and business needs are taken care of properly and in a timely manner.
- Costs agreed upfront – Concerned about consultancy fees mounting up? Don’t be! We want you to be able to contact us any time with questions or queries without having to worry about being billed for every minute of our time. Accountants Australia provides clients with Fixed Price Arrangements allowing you to stick to your budget and still have access to first class advice.
What is your fee structure?
Can you help us with getting personal or business finance?
We can advise you on other strategies which can help you to save a lot of money by accelerating the reduction of your debt.
Do you provide a free initial consult?
For business owners, we provide a 30-minute free initial consultation.
For individuals, we provide short free email tax advice.
Do you provide a guarantee for your work?
We guarantee the quality of our work. In the event of any dispute, we have formal procedures to resolve any client concerns.
What services do you provide?
We provide a range of services to help business owners to unleash their business’ potential:
- Tax Returns and Tax Planning
- Business Plans and Advice
- Self-Managed Superannuation Fund (SMSF) and Retirement Planning
- Bookkeeping and BAS Preparation
We even have a network of professionals and advisers to provide ancillary services to help your business – so we really are a one-stop-shop!