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.