Self-Managed Super Funds (SMSF)

As your business grows, having one point of contact for your business financials becomes more efficient. At Ethical Accounting & Taxation Services, we understand this need and have brought together qualified accountants, SMSF advisors, auditors, tax consultants, and financial planners under one roof. With a holistic view and understanding of your business, we become a trusted partner that goes beyond the numbers. Our SMSF services include the following:

• SMSF set-up and establishment
• Superfund rollovers
• Compliance and administration, including financial statements and operating statements
• Managing communications with the Australian Taxation Office (ATO)
• SMSF tax advice and limited recourse borrowing
• SMSF audit by an approved independent auditor

The ATO requires annual auditing of all SMSFs, and our auditors are approved under the Superannuation Industry (Supervision) Act 1993 (SIS Act). We provide flexible and tailored SMSF audits, ensuring you only pay for what you need based on fund complexity, number of members, investments, transactions, etc. Whether you're setting up a new SMSF, managing an existing one, or considering property or share investments, we have the expertise to meet your needs.

Please note that the above list is not exhaustive, and we offer a range of additional SMSF services to cater to your specific requirements. Contact us for a personalised consultation and discover how we can assist you further.