SMSF Set-Up and Tax Advice
2 minute read
It’s never too early to start planning for your retirement and considering your superannuation options. Some people choose to go with a retail or industry fund, who manage investment choices on their client’s behalf; while others may opt to set up a self-managed super fund (SMSF) and hold greater control on where they invest. If you are thinking of opening a SMSF, an experienced Tax Accountant can assist you to properly set-up the fund and manage its reporting duties, such as annual tax and auditing. Our SMSF Tax Services Glen Waverley team can help you with these SMSF processes to ensure that the fund is operational and compliant.
As we are living longer and spending more time in the retirement phases of life, it is important to establish a secure financial position for when you finish working. At MAS Tax Accountants Glen Waverley, we are dedicated to providing the very best SMSF services and helping you to meet your SMSF tax accounting responsibilities. Assisting you at every stage of SMSF, we can help you to set-up your SMSF, lodge its annual tax return and connect you with one of our internal SMSF auditors. We can also refer you to our financial planners for expert investment advice.
Our SMSF Tax Services Glen Waverley include:
SMSF Set-Up
- Initial documentation
- Setting up the ABN
- Registering a trustee(s)
- Setting up your bank accounts
SMSF Tax and Processing
- Annual Tax Return
- Financials and Reporting
- Member Statements
SMSF Auditing
- In-house referral to one of our ASIC accredited SMSF Auditors
SMSF Investment Advice
- In-house referrals to one of our qualified Financial Planners
Learn more about our Glen Waverley office, including our Tax, Accounting and Business Services.
For more information or to schedule an appointment, please contact us below or call us on 0431 563 678
