SMSF ACCOUNTING, AUDIT AND ADMINISTRATION

In 2012 we welcomed Jasaline Dinh as the Superannuation Manager who oversees the Superannuation division at Anderson Partners Accountants. Jasaline has been working in the accounting industry since 1998, and has been specializing in Self- Managed Superannuation Funds for over 10 years. She has developed comprehensive knowledge of issues relevant to SMSF. Her understanding of superannuation and taxation allows us to ensure that funds comply with superannuation rules and the new super reforms changes introduced from 1st July, 2017.

As more Australians are taking control of their retirement wealth and choosing to set up their own Self Managed Superannuation Funds (“SMSF”), at Anderson Partners, our specialist Superannuation team can provide quality and reliable accounting services for your SMSF.   We can assist you in developing your contribution strategy, planning for your transition into retirement and ensuring that your SMSF remain compliant with all legislative requirements.

You can have confidence in our expertise to nurture your retirement vehicle, so that you are advised of all tax benefits available, meet all legislative requirements and ultimately can transition into retirement with peace of mind.

Our services include:

  • Assistance with establishment of your SMSF and incorporation of the corporate trustee
  • Preparation of Financial Statements and SMSF Annual Return and coordinating the annual independent audit of your SMSF
  • Preparation and apply for annual actuarial certificate
  • Assistance with contributions and rollovers to and from the fund
  • Receiving and dealing with investment correspondence throughout the year in relation to your SMSF’s investments
  • Corresponding with share registries in relation to your SMSF’s investments
  • Corresponding with the ATO on issues relating to your Fund
  • Preparation of trustees’ minutes in relation to certain events
  • Assisting with major events such as death, removal or appointment of a member and/or trustee.
  • Corresponding with the ATO on issues relating to your Fund
  • Assistance with developing your contribution and pension strategies, planning for your retirement or transition into retirement
  • Assistance with establishing pensions, making lump sum withdrawals, commutation of benefits, including preparation of paperwork and calculations in relation to the commencement, commutation and maintenance of your pension
  • Assistance with CGT cost base reset calculations for the year end using the most appropriate method for your Fund
  • Provide access to products when applicable through our affiliation with Bridgewood Private Wealth Pty Ltd. 

Merit WealthMerit Wealth Limited Authorised Representatives include:

Anderson Partners Accountants Pty Ltd (ASIC No. 1254719) ABN 22 139 176 953 is a Corporate Authorised Representative of Merit Wealth Pty Ltd                  ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

 

Share us on Facebook              Share us on Google +       View our linked in page