Self-Managed Super Fund (SMSF) Accountants Perth

For those looking to take control of their retirement, a self-managed super fund (SMSF) is an alternative to traditional retail funds. A Self-managed super fund allows you to choose where and how your superannuation is invested for greater flexibility and control over your financial returns.

• Control where the SMSF’s assets are invested (subject to super and tax laws). This provides greater flexibility investing when compared to retail funds.
• The fund can acquire the business premises used in your business and lease it back to you.
• A Concessional tax of 15% on earnings, and this can be reduced to NIL in retirement with effective tax planning.
• An SMSF offers Asset Protection as the benefits of members are protected against any potential claims of Creditors against Business owners. 

Superannuation is a complex and highly regulated area. There are strict rules surrounding the responsibilities of the Trustees of the Fund and the investments that a Fund can make to achieve those retirement objectives. Our specialised SMSF accountants can assist with legally establishing your superannuation fund and meeting annual obligations.

Our experience and up to date knowledge means we have a strong grasp of ever-changing legislation and how to apply it. It's our aim to assist your fund with the following:

→ Income Tax Returns

→ Financial Statements

→ Account Based Pension Formation

→ Investment Strategies

Our specialist SMSF accountants in Perth are located in Morley, but that doesn’t stop us from working with individuals right across Perth. Some of the most popular areas around Perth that we service, include:

We provide a mix of face-to-face and online (Zoom, Microsoft Teams, Google Chat) consulting. For individuals that are located outside of Perth or Western Australia, we can arrange online appointments to suit your schedule and requirements.