A Self Managed Super Fund gives you greater control over how your retirement savings are invested and can offer flexibility that traditional superannuation funds do not provide. An SMSF can have between one and six members, which makes it a popular option for individuals, couples and families who want a more hands on approach to their long term financial planning.
If you have explored your options and believe an SMSF aligns with your goals, Gold Shore Accountants can guide you through the setup process and ongoing administration. Working with a qualified accountant helps you meet strict compliance obligations, avoid unnecessary penalties and structure your fund correctly from day one.
Our team supports you through:
• SMSF setup for individuals, couples and families
• Corporate trustee arrangements
• Preparing your investment strategy
• ABN, TFN and GST registrations
• Drafting trust deeds and managing deed updates
• Record keeping and event based reporting
• Market valuations for fund assets
• Adding or removing members and trustees
• Annual SMSF tax return lodgements
• Working alongside your financial adviser and auditor
Everything is explained in plain language so you understand what is required and how your fund should operate.
Gold Shore Accountants offers a clear and affordable setup service for both individuals and companies. We work with your financial adviser to prepare the full suite of documentation required to establish your fund and ensure it is ready to operate.
This includes
Once your fund has been created, our team will
Our role is to make sure everything is completed accurately, on time and in line with regulatory expectations.
Managing an SMSF comes with ongoing responsibilities. Gold Shore Accountants provides continued support to keep your fund compliant and up to date. Our services include:
Our goal is to make SMSF management straightforward so you can focus on building your retirement strategy with confidence.
