Self managed super funds (SMSFs) give you more control over your super and retirement planning, but there are complicated rules and regulations that govern them. Working with experienced and qualified accountants like A Head for Numbers will ensure your SMSF meets obligations and remains compliant.

 

A Head for Numbers is qualified and experienced to provide you with a full range of SMSF services to get you set up and managing your SMSF. We will help you establish a new self managed super fund, meet annual compliance obligations and use the latest online tools to monitor and manage your investments.

 

A Head for Numbers self managed super fund services

 

  • SMSF establishment

  • set up the right structure to facilitate borrowing for a property purchase

  • pension commencement and consolidation

  • lump sum withdrawals

  • preparation of annual financial statements and tax returns

  • facilitate independent audits

  • contribution strategies

  • SMSF wind up

  • SMSF trust deed upgrades

  • technical and compliance advice

  • Are your SMSF tax returns being lodged correctly? Be Sure You Avoid High SMSF Taxes at the ATO

  • When do you need to do a SMSF tax return? Every Self-Managed Superannuation Fund (SMSF) requires its own tax return lodged at the ATO, every year. This is in addition to your annual individual tax return.

  • Be 100% sure your SMSF is ATO-compliant, audited correctly and not causing a big tax assessment that will sneak up on you later

  • Australian taxation law is among the most complex in the world, and SMSF tax is one of the most difficult areas.

  • Some taxpayers go it alone, managing their SMSF and all their tax returns without any expert help – and they often pay for it later when an unexpected ATO assessment hits them with thousands in taxes owing.

  • An SMSF tax problem can erase the valuable gains made within a super fund. That could be a disaster for you, as an investor and as a future retiree.

  • Etax Local’s SMSF tax return team makes sure your Self-Managed Super Fund is ATO-compliant and their goal is to minimise your taxes, so you have more to retire on later.

  • The tax agent team at Etax Local have 35 years’ experience behind them, with specialists in the team for handling every sort of tax issue.

  • Your future depends on your SMSF. Don’t leave anything to chance – talk to an expert and rest easy knowing your SMSF taxes are in order.

 

A Head for Numbers is a CPA Practice. ABN 54 976 129 513. Liability limited by a scheme approved under Professional Standards Legislation.​

© 2018 A Head for Numbers

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