Accounting, Taxation and CFO services
with small & medium business specialisation
control of your super with a Self Managed Super Fund (SMSF)
Would you like greater flexibility and control over your retirement
savings and how they’re invested? Consider setting up a Self
Managed Super Fund.
As the name suggests, you manage the super fund and decide how to
invest. With a SMSF, you have a wider choice of
investments than in the other superannuation options. The fees are
generally lower too, and the flexible nature of SMSF allow you to
benefit from the significant tax advantages that superannuation
A SMSF allows you to also have the flexibility to
investment decisions when market conditions change.
The SMSF can have up to four fund members so you can include your
family, giving the SMSF to invest and keeping
fees lower for everyone.
SWOT Consulting - The
We provide a comprehensive SMSF accounting and
administration service. We take care of the initial setup if you’re
looking to establish a new SMSF. If you have an existing SMSF we can
you to transfer your superannuation fund to our service.
As a SWOT Consulting client, you also have access to strategic SMSF
investment advice from our wide referral network of specialist advisors
including real estate planning and property investment advisors.
Our SMSF establishment services include:
- Trust deed;
- Trustee appointment minutes;
- Trustee declarations;
- Member applications;
- Establishment minutes;
- Template investment strategy;
- Registation for ABN and TFN;
- Arrangement for your super to become a regulated SMSF;
administration and compliance
We take care of the paperwork – tax returns, member contribution
statements and the annual audit, letting you manage the decisions. Our
SMSF administrative services include:
- Annual financial statements (including an
Operating Statement, Statement of Financial Position, Member Statements
and Investment Summary & Income Reports);
- Arrangement for the audit of the financial statements;
- Annual income tax return;
- Documents to commence or cease pensions (if required);
- Preparation of annual trustee resolutions.
SWOT Consulting is specialised in Self Managed Super Fund
Contact us for SMSF establishment, accounting, and
Copyright © 2013- and all rights reserved by SWOT Consulting Pty. Ltd.