Superannuation Accountants & SMSF Administration Services
Accountants for businesses and individuals who value relationships and reliability
How Our Superannuation Accountants Can Help You With SMSF
Self-managed superannuation funds (SMSFs) have become an increasingly popular choice for many investors looking to exercise more control over their super and therefore have more say over their retirement.
Many people now prefer to manage their important investments themselves. However, the additional workload and complex requirements in administering a SMSF can be overwhelming, often requiring the help of qualified accountants.
With over 30 years of experience in the industry, the accountants at Gotsis Accounting can be relied upon to provide practical and effective advice when it comes to SMSF administration services if you reside in Sydney, Drummoyne, Leichhardt, Haberfield or surrounding areas.
At Gotsis Accounting, we have the expertise to assist in handling all the complex requirements of SMSFs. We can provide a range of services needed for your SMSF, including accounting, taxation and auditing services.
As experienced SMSF accountants in Sydney´s inner west, we will ensure your fund is compliant with all applicable regulations. We can also advise you on the tax implications of different investments and help you put together the best portfolio for your needs, which can include a variety of assets such as shares, bank deposits, personal use assets (including artwork), and options.
Book an appointmentIn addition, you can also choose to purchase property with part of your SMSF
This can increase the value of your retirement savings while decreasing your exposure to risk and providing tax benefits. Borrowing by your fund, however, must be structured in the correct manner to be compliant with its governance. Our superannuation accountants can help you achieve this, as well as provide you with the following SMSF administration services:
- Determining your investment suitability from a taxation perspective.
- Helping you to understand the rules and regulations of Self-Managed Super.
- Providing tax advice and clarifying tax implications of various investment decisions.
- Set up of new funds.
- Administration of Self-Managed Super Funds.
- Establishment, registration and obtaining of complying status from the Australian Taxation Office (ATO).
- Compliance Requirements: Investment strategies and auditing.
- Acquisition of Property: Establishing the correct structure that meets the ATO´s strict requirements
- Custodian Company and Bare Trust Agreement.
- Roll-over of funds from industry Super Funds into your SMSF.
- Provision of all accountancy and taxation needs for your SMSF.
- Transition to Retirement Planning
- Rectifying breaches of legislation.
- Creating and maintaining Pension Funds.
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Tax planning, advice and compliance.
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Self-Managed Superannuation Fund (SMSF).
SMSF taxation and accounting advice from experienced superannuation accountants. Is your SMSF compliant?
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Get advice on the right structure for your business from the start.
Understand the tax implications of different structures and safeguard your personal assets.
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Are you looking for an experienced accountant to handle your business or personal affairs? Do you want a long-term relationship with a firm that can give you the right advice every time — whether that advice is about business structuring, watertight accounts, individual tax returns or all forms of tax?
Our experienced, friendly team is here to help.