Do you need your Self-Managed Super Fund (SMSF) accounts prepared? Or perhaps your tax return and financials audited? Our associated auditors are registered SMSF auditors with over 40 years’ experience. You can rest assured the friendly team at Simpson & Winslow has the expertise and know-how to help you with all of your SMSF needs.
Self-Managed Superannuation Funds (SMSF) are structured to hold retirement savings. As these savings are for your retirement, there are requirements for the preparation of these financials. They must be audited by a registered SMSF auditor and lodged to the ATO. We use specialist SMSF software to prepare your financials, which gives you a snapshot of your super position in a detailed format.
We also have strong contacts with independent financial advisers. A trusted financial planner will take into account your current age, years until retirement, your health and many more factors before deciding what you should invest in.
Managing your super can be daunting, but you don’t have to navigate this field alone. Using our professional services will ease the burden, and we can show you the opportunities that will suit your plans the best. If you are considering starting your own Self-Managed Superannuation Fund (SMSF), then you most likely have a lot of questions you are just itching to get some advice on. These may include:
We can help you understand the laws and regulations that apply to Self-Managed Super Funds and matters that need to be considered when establishing your fund. Tailoring our service to your specific circumstances, we will ensure you choose the right fund to suit your needs.
Building wealth is a marathon, not a sprint. Discipline is the key ingredient!