With effective tax rates and increased control over assets and investment choice, it’s no surprise that Self Managed Super Funds (SMSFs) are Australia’s fastest growing investment vehicle.

In order to access these benefits an SMSF must comply with current legislation and regulations.  There’s also a large administrative burden; reviewing documents, monitoring contributions, preparing reports and organising an annual audit – all of which can take your attention away from what’s important; managing the growth of wealth for the retirement benefit of members.

Our client-focused superannuation team can relieve the burden of compliance and daily management. By regularly monitoring and reporting on our clients’ SMSF’s we are better able to identify compliance issues or potential breaches in respect of contributions and other legislative issues.

Additionally, our superannuation team works closely with our Wealth Advisory division giving you access to investment advice as and when you need it.

How we can help

  • Preparation and lodgement of end of year accounts and income tax returns
  • Advice on fund compliance
  • Preparation of annual audit
  • Business Activity Statements
  • Specialist technical advice

Business Advisory >

All the Latest From Our Business Advisory Team

The Business SA June quarter survey results; opinion

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First appeared in The Advertiser on 6/8/2019 Uncertainty around the federal election result had an impact earlier this year on business confidence in South Australia,…

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What does the property market look like post-election?

Posted By William Buck News on 27/05/2019 05:05:15 am

A trio of positive events for housing affordability in recent weeks has seen the Australian property market brimming with cautious confidence again. Over the weekend…

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Benchmarking your practice

Posted By William Buck News on 15/05/2019 01:22:55 am

‘Benchmarking’ is a term that has been around for many years in the business world, and it can go in and out of fashion just…

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Selling your practice to Millennials

Posted By William Buck News on 15/05/2019 01:09:31 am

If you’re starting to consider retirement and the sale of your practice, you’re not alone. With the aging of the Baby Boomer generation (those born…

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