SMSF Hunter Valley

Gain Better Visibility and Control of Your Superannuation

Are you ready to join millions of Australians who are taking charge of their Superannuation by setting up a Self-Managed Superannuation Fund (SMSF)?

SMSF’s come with many benefits including greater flexibility and control allowing direct investment into real estate, but they also come with challenges. That’s where Hunter Valley CA | Chartered Accountants come in.

We can help you reach your retirement goals with proper management of your fund and simplify complex compliance matters along the way.

How We Can Help

In a nutshell, our team can provide you with your much-needed administration and compliance support. Here are some ways we can help you:

• SMSF Establishment
• Bare trust establishment for limited recourse borrowing arrangements (LRBA)
• Develop an effective strategy to support your preferred lifestyle after retirement
• Proactive and timely advice on transferring assets and rollover existing Super to your SMSF
• Proper maintenance of SMSF documentation
• Preparation and lodgement of accounting and taxation reports to maintain compliance (BAS, PAYG, annual financial and member statements, income tax returns)
• Tax and compliance advice
• Liaise with auditor to arrange audit of your annual financial statements

Let us make the most out of what you have today so you can enjoy your golden years!

Partner with us