Managing your own superannuation fund can provide greater control and flexibility over your retirement savings, however it also brings significant legal, taxation and compliance responsibilities.
At Andrews Accountants, we have the knowledge and experience to assist with the establishment, administration and ongoing compliance of Self-Managed Super Funds (SMSFs). We provide practical, up-to-date advice on superannuation strategies for both individuals and business owners, helping you navigate the complexities of superannuation legislation with confidence.
Our SMSF administration services include:
- Establishment of Self-Managed Super Funds.
- Preparation of annual financial statements.
- Preparation and lodgement of the SMSF Annual Return.
- Calculation of the fund’s tax liability or refund.
- Preparation of member benefit statements.
- Preparation of detailed investment reports.
- Liaising with the Australian Taxation Office (ATO) on your behalf.
- Assistance with ongoing compliance and trustee obligations.
Our aim is to ensure your SMSF remains compliant while providing you with timely advice and professional support to help you achieve your retirement objectives.