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Self-Managed Super Funds

Our services for SMSF include:

Advice

  • Advice about SMSF
  • Establishing a SMSF
  • Bare Trust and Limited Recourse Borrowing Arrangement
  • Compliance
  • We liaise with your Financial Advisor and Finance Broker OR we can assist with recommendations
  • Discuss pension options and requirements

Compliance

  • Preparation of Financial Statements
  • Annual Tax Return
  • Audit
  • Preparing minutes for meetings of trustees
  • Preparing documents for pension commencement
  • Business Activity Statements

 

Click here for more advice


 

FAQ

Is a SMSF right for me?

With your own SMSF, you become more aware of the financial markets and what is happening. You have control of your investments, and going self-managed gives you access to a broader range of investments and products. People with a background or keen interest in finance or legal matters could benefit from the freedom and latitude granted by a SMSF.

 

However, a SMSF is not for everyone, and you need to be constantly reviewing your investment choices, reviewing the financial markets, knowing and following the SMSF rules to make sure your super fund is not only successful but also compliant.

 

There are legal and tax obligations with self-managed super funds, and these obligations need to be meet. You are the Trustee, therefore, you are fully responsible, you cannot blame someone else. Fortunately, Trilogy Tax are experts in the establishment and operation of SMSFs, and can give you the assistance you need to ensure that your fund is profitable and in full compliance with all relevant legislation and regulations.

 

Our SMSF accountants are happy to discuss your circumstances with you, so you can make a knowledgeable decision. Remember, there are many professional advisors to help you get it right.

 

Start a conversation about your financial future today

Trilogy Tax have been helping people in Brisbane and Gold Coast and across the country build wealth and make intelligent decisions about their finances for two decades. From our office in Sunshine Coast Hinterlands, we deliver a range of expert-administered accounting, bookkeeping and financial services both in-person and remotely via phone and the internet including business accounting and taxation planning

 

Discuss your needs with our experienced, qualified staff today and find out how we can help you plan for a better life. Send an email to admin@trilogytax.com.au, fill in our enquiry form, or call us on 07 5499 9973.