Self Managed Super Fund Accounting

SMSFs give you more control over your super and retirement planning, but there are complicated rules and regulations that govern them. Your SMSF annual tax return is more than an income tax return. It requires accurate super regulatory information, member contributions and members balance reports.

 

Cha, our principal accountant, will personally assist you with your SMSF. She is well-versed with all superannuation matters. She was a top certified financial advisor with Suncorp and CBA for 15 years before becoming an accountant. She has outstanding knowledge in super rules and super strategies ensuring that you will remain compliant. You can be confident that you are in the right hands.
 

Key Services

  • Setting up your SMSF

    Setting up your SMSF and required registrations.

  • Annual administration

    Annual administration services including preparation of financial statements,  income tax returns and all regulatory meeting minutes.

  • Audit requirements

    Facilitation of all audit requirements through an external auditor.

  • Working with your Adviser

    We will work with your financial advisor to get the best possible outcome for you.

  • Tax Advice

    Providing advice on tax implications of your strategies

  • Other Services

    Rollover form

    Beneficiary forms

Benefit of choosing us

Your Specialist Accountant

You will have the benefit of having a friendly, dedicated business tax specialist working closely with you from the beginning to the end. No chopping and changing, just consistency and reliability.

 

Your Expert Tax Advisor

We give advice on the most appropriate business structure for your situation, optimising tax outcomes and ensuring asset protection.

 

The Complete Business Package

 We offer a complete package (bookkeeping, preparation and lodgement of BAS and tax returns) at a competitive price and monthly payments to help you with your budget and cashflow.

 

All Work Done Correctly 

We don’t outsource any work overseas or will not plan to do so. You can be assured that our expert accountants complete all the work correctly and in a timely manner right here in Australia.

 

Your business future secured

Leave the complex and burden of your accounting matters to us. Contact CHA Accountants today to find out how our tax accountants can help you operate your business more effectively.

Lodgement dates for SMSF annual returns vary, and failure to lodge by the due date can result in penalties and the loss of your SMSF’s tax concessions. We will be able to help you submit your return on time. Also, we always recommend that you seek the advice of an experienced and independent financial planner with regard to financial advice.
CHA Accountants is registered with the Tax Practitioners Board

Liability limited by a scheme approved under Professional Standards Legislation