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Qualified & Experienced SMSF Accountants 

More and more people are taking control of what will normally be your second biggest asset in this life - Superannuation.

 

Do you like to control where your money goes, what to invest in (within guidelines), and want to watch your portfolio grow from your own good choices? If so, a self-managed super fund may be for you.

Trilogy Tax has extensive experience with the establishment and operation of self-managed funds.

 

Our SMSF accountants have helped people across the state take control of their money and their futures, empowering them to make decisions about their own finances.

We’ll guide you every step of the way, helping you to optimise your fund for your circumstances and to maximise your investment. We can provide set-up assistance for both new funds and ongoing support for pre-existing funds to ensure that your super continues to work for you.

Some of our services relating to taxation for SMSF include:

Compliance

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

Running a SMSF is not easy for the layperson, but it can be extremely rewarding. The freedom to choose your own investments allows your portfolio to better reflect your interests and priorities, and means your fund can be more responsive to market changes than ever before.

If you don’t have a background in finance or law, our services can help you make the intelligent decisions for your unique situation.

For more information regarding starting a SMSF, please see our guide.

 

Get in touch with our team today

Trilogy Tax has two decades of experience helping people and businesses across the country plan for their future. From tax compliance to bookkeeping to auditing, our practice provides a range of services. Our assistance is available both in-person at our office in Maleny in the Sunshine Coast Hinterlands and via our mobile accounting service, as well as remotely through the internet and over the phone.

 

Discuss your needs with our experienced team today. Call us on 07 5499 9973, or send us a message via email at admin@trilogytax.com.au or through our contact form.