SMSF Administration

Take control of your major asset

Aside from your family home, your superannuation is likely to be your next biggest asset.

You may have decided on a self-managed super fund (SMSF) for some or all of the following reasons;

• To take control of your investments
• Have greater understanding and visibility of your money and how it is performing
• Pool your family assets (you can have up to 6 members in your SMSF)
• A wider range of investment options than traditional super funds including residential and commercial property
• Borrowing in SMSF to buy property
• Help reduce your overall tax burden as you approach retirement
• Control the administration costs of superannuation
• Estate planning that suits your family’s individual needs

Whether you already have a SMSF or are thinking about setting one up, Key Accounting & Taxation offer specialised SMSF services which can be tailored to suit your needs including:

• Assist with new SMSF set up
• Assistance with administration and ATO compliance, including preparation and lodgement of SMSF tax returns and financial statements
• Facilitating annual independent audit
• Pension commencement document preparation
• Tax planning strategies to minimise tax liability in SMSF
• Trust Deed Maintenance

Generate income for your future

A SMSF is a tax-efficient way of generating income for your future retirement. We understand the complexities and legal requirements of self-managed super funds.

We can help you take control of your superannuation today. Why not contact us to find out how a SMSF can help generate income for your future.