Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Walsh Accounting has many years experience in administration of self-managed superannuation funds.  Our professional staff can take care of financial records and reporting, fund meeting minutes and correspondence.  

We can provide factual information which will help you with:

  • Establishing self-managed superannuation funds
  • Contributing to a SMSF
  • Consolidating your Super
  • Setting up an income stream (pension) in your SMSF
  • Preparing an SMSF investment strategy
  • Superannuation audits
  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations

Self-managed Superannuation Funds

Setting yourself up in super can be a complicated and sometimes daunting task.  Walsh Accounting can provide information on the pros and cons of all superannuation options, with no obligation to proceed if you find self-managed super is 'not for you'. 

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

  • Obtain a trust deed
  • Appoint trustees or establish a company as a corporate trustee (if preferred)
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

At Walsh Accounting we provide the professional advice you need to set up your own fund and greatly simplify the process for you.

Once you are up and running, we make superannuation easy.  We will take care of your fund administration, prepare financial statements, annual tax returns, arrange audit and manage your compliance requirements.

Contact us today to ensure your SMSF is formed and administered as effectively as possible, covering all legal requirements and tailored to fulfill its purpose!

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You and your family

Need help getting your family finances in order? Our specialist services include Taxation, SMSF services, estate planning plus many more.

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