Self-Managed Super Fund (SMSF)

 

BWM Accounting Services Pty Ltd offers a comprehensive SMSF solution from establishment of a SMSF to the ongoing compliance and auditing requirements of the fund.

 

As part of our service offering we assist with specialist SMSF advice, technical support, independent investment advice, consulting, trustee education and training.

 

Annual & Ongoing Compliance:

 

  • Account preparation – financial statements, member benefit statements, investment reports

  • Tax return preparation and lodgment

  • Minutes to the meetings

  • Pension actuarial certificates

  • Audit by an approved independent auditor

  • Investment strategy compliance documentation and a review with a qualified investment manager

  • Registration for GST (where required)

  • Quarterly BAS and lodgment (where required)

  • Transactional bookkeeping using BankLink (BankLink reduces the time and cost associated to accounting and auditing of SMSF’s)

 

Specialist SMSF Services:

 

  • Establishment of SMSF

  • Estate planning strategies and advice

  • Pension strategies

 

Investment advice:

 

  • Contributions Strategies (maximising member benefits in a tax effective environment)

  • Trust deed reviews

  • SMSF property investment (borrowing within SMSF) using an instalment warrant (advice and implementation)

© 2015 by BWM Accounting Services Pty Ltd.

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