Superannuation Accountants & SMSF Administration Services
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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.

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In 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.

“I have found Gotsis Accounting to be outstanding! They are responsive, professional and have demonstrated on many occasions their deep knowledge about accounting and tax matters. Mr Gotsis listens to our needs, is accessible and has provided invaluable advice that has greatly helped our business. Gotsis Accounting looks after all of our personal and business accounts and provides financial and tax advice. They offer timely information and meet all deadlines. I am extremely happy with their service”

Connie

“I would like to recommend Dimitri and the team at Gotsis Accounting. They have provided me with extensive and timely advice on setting up and managing my SMSF as well as my personal taxation matters. As an executive, I am on the road a lot and often only get to think about things and send an Gotsis Accounting Website email after hours. I always find they are responsive, knowledgeable and professional. Their advice is well written and structured, and so I don't have to go back and ask further questions. I would recommend them to assist with taxation and SMSF issues based on my several years of experience now working with them”

Leanne, VP/GM Client Management

“They're flexible and accommodating, and it has to be above board. I've never reached out for them. Everything is always done on time”

Therese Metlege

“After one meeting I knew I was going to choose Gotsis. They made it so simple for me”

Paul Carey

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Self-Managed Superannuation Fund (SMSF).

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