Self Managed Super Funds
Experienced SMSF Accountants Brisbane
Looking for experienced SMSF Accountants in Brisbane? We support you through all the different phases helping you with compliance and providing peace of mind.
smsf - setup
SMSF - Annual Compliance
SMSF - Pension Phase
SMSF – Setup
Thinking about starting your own Self Managed Super Fund and don’t know where to start? As experienced SMSF accountants based in Brisbane’s bayside, LA Accountants are here to help. While we are not financial planners (so can’t advise if an SMSF is the perfect fit for your situation, or on what mix of investments to have in your fund), if you have received a Statement of Advice from a financial planner – we can make this happen. LA Accountants are skilled with the establishment, the accounting and tax obligations of Self Managed Super Funds.
We offer a one hour complimentary meeting (in person for Brisbane residents, online for those further afield) to:
- Discuss the establishment of the Self Managed Super Fund
- Discuss how we can provide the accounting, tax compliance and ASIC administration for the fund
- We can provide a fixed quote to establish the SMSF and provide what the approximate ongoing annual costs will be
If you wish to proceed with the set up, we can usually have a SMSF established within a few days of having all your information. Not all SMSF Accountants in Brisbane are the same. At LA Accountants we deliver top level service and fast turnaround when doing business together!
SMSF – Annual Compliance
Managing the SMSF is a big responsibility for the Trustees and there are extensive rules that can make it complicated. At LA Accountants, we are experienced SMSF accountants so you will have peace of mind knowing that the annual compliance is expertly prepared, so your SMSF remains an ATO complying fund. We also organise the annual audit and act as your “middle man” to pass the audit.
Our SMSF accountants can assist with:
- Preparation of Annual accounts & tax return
- Liaison with our qualified SMSF auditor to get your audit passed
- Preparation of end of year minutes
- Liaison with your financial planner if requested
You can trust us to ensure the compliance of your important asset is handled with care and with minimal fuss. Not only that, we are here to support you anytime during the year for any of your SMSF queries.
SMSF – Pension phase
The pension phase of your SMSF brings not only the annual compliance but extra administrative burden as there are a few more steps to be mindful about. However you can relax and enjoy this stage of your life, when you know that our expert SMSF accountants are making sure that:
- All necessary Pension commencement documentation is prepared
- Transfer Balance Reporting is prepared and lodged
- You are advised of the minimum pension drawdowns for the year
- Actuarial certificates are obtained if necessary
In addition to years’ of experience, we stay up-to-date with the latest SMSF legislation – meaning that you can have peace of mind, knowing that one of your largest assets is carefully looked after by a local Chartered Accountants practice based in Cleveland, Brisbane, Qld.