You are thinking about setting up a SMSF
Ready to set-up a SMSF
You are looking to change your SMSF accountant and tax agent
Questions about SMSF rules, tax or compliance? Get help
You need guidance on commencing an income stream
Structure for limited recourse borrowing
You want to resolve or rectify complex compliance issues
Independently owned, Chartered Accountants, SMSF specialist. Australia-wide.
Our paramount aim is to provide quality and flexible services to our clients.
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How we work
We take a flexible approach.
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Our services
Change for the better
Documentation
Set up new SMSF
Change of trustee/ member
Property and borrowing
Commencing pension
Other documentation
Compliance
SMSF accounting and taxation lodgement
Annual accounting and tax service
Premium accounting and tax service
Prior year tax return service
Winding up SMSF
Advice
Advisory services
Complex compliance issues
Compliance review and breach rectification
Switching accountants doesn’t have to be difficult. We manage the whole process.
Technical guidance
Death benefits and transfer balance cap
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What happens to TRIS when you retire?
The TRIS will not cease upon being moved into retirement phase.
Meaning of 'retirement' for exempt current pension income
A person's retirement is important to determine whether that person is eligible to commence a retirement phase income stream.
ATO guidance for LRBA related party loan (safe harbour)
ATO sets out the terms on which SMSF trustees may structure their LRBA with related party loans that are acceptable.
Substituting a trustee with an enduring power of attorney
Substituting a trustee with an EPOA allows a member going overseas for an indefinite amount of time to remain in the SMSF.
Franking credits - explanation and calculations
Australian corporate tax system attributes tax paid by a company to shareholders when a dividend is paid to those shareholders.
Pension shortfall (including 1/12 shortfall)
Exempt current pension income (ECPI) when minimum annual pension payment amount is not met.
Timing of contributions
Timing of contributions is important, especially if you are managing your contributions cap.