SMSF

Melbourne Accountant has a Self Managed Superannuation Fund (SMSF) Administration Unit. The partners are accredited SMSF advisers having completed the appropriate training requirements. We provide the following services:

  • Facilitating the process to set up a new fund
  • Processing transactions through the fund’s bank account/s
  • Preparation of annual financial statements
  • Preparation of annual member statements
  • Preparation of trustee minutes as required
  • Preparation and lodgement of the income tax and regulatory return
  • Liaising with the auditor to arrange the audit of the annual financial statements
  • Advice on transferring assets to your SMSF
  • Advice on borrowing to purchase assets
  • Advice and monitoring of contribution limits
  • Advice on tax advantages of starting a pension while still working
  • Preparation and lodgement of Business Activity Statements or Instalment Activity Statements as required
  • Arranging for pension payments to be made on a regular basis
  • Preparation and lodgement of annual PAYG Payment Summary Statement and PAYG Payment Summaries for funds with pensions
  • Facilitating actuarial certification where required
  • Registration for GST or PAYG with the Australian Taxation Office as required
  • Facilitating the process of winding up an existing fund
  • Assisting clients to develop and implement pre and post retirement planning strategies within their SMSF