Insights that will help you

SMSF trustees need to ensure that their fund is administered in accordance with ATO guidelines. The consequences of failing to perform are severe.

SMSFs have become a niche area for us and we have assisted clients with complex issues in navigating the recent superannuation changes, particularly as they relate to the $1.6M pension balances and changed contribution caps.

We use the latest technology software for efficiency in processing our client’s SMSF transactions. This is especially important for more complex scenarios, processing multiple member account balances, pension accounts, complex investments, managed investment platforms, etc.

The principal, Steven Want has been a registered SMSF auditor for over 10 years enabling him to share his insights with his clients so that they manage their SMSF in a tax-compliant & tax-strategic manner.

Call our office on (02) 9387 4461 to discuss your SMSF needs.

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