As a member of a self-managed superannuation fund you can exercise:
- Greater control over your investments
- More effective taxation strategies for your whole portfolio
At Extrado, our team works with clients in Brisbane, Ipswich and Springfield areas to deliver SMSF services at competitive fixed prices.
Don’t let the complexity of SMSF compliance discourage you from managing your own superannuation.
Contact our team to discuss with us how we can help with your self-managed superannuation. Your first meeting with us is obligation-free so you can properly consider the benefits of self-managed superannuation.
How We Can Help
We balance the benefits of managing your own investments with the requirements of SMSF, guiding you through compliance.
It is important to seek out early professional accounting advice so you can enjoy managing your own SMSF with the confidence that you are maximising your opportunities from the outset without fear of non-compliance.
We deliver results at competitive fixed prices. Our experts at Extrado specialise in the following:
SMSF borrowing
Let us help you with the formation and registration of required structures (bare trust) along with the finance application process.
Self Managed Super Fund set up
We assist with the formation of the SMSF, and all of the registrations required on the fund’s behalf including: ABN, TFN, along with registration of the ATO required SMSF elections.
Preparation of financial statements
Preparing all of your financial statements doesn’t have to be a hassle. With Extrado, we will prepare annual SMSF statements as required under the SIS Act; detailed member statements and investment reports.
Preparation of income tax return
In addition to providing members with top level superannuation specific taxation advice, we will complete and electronically lodge the annual SMSF Tax Return on the Fund’s behalf.
Year-end audit
You will be compliant with self-managed superannuation law. Our independent auditors will complete the annual SMSF audit.
General compliance with SIS Act and SIS Regulations
We can provide assistance with:
- SMSF pension documentation
- Actuarial certificates
- Investment strategy documentation
- Year-End trustee minutes
- Superannuation strategies
- Estate planning
Work with our team to implement effective tax-efficient estate planning measures.
Contact us today to request a no obligation meeting to discuss how we can assist you to improve your SMSF taxation and accounting affairs.
Ipswich Accountants Financial Pty Ltd (trading as Extrado Financial) is a Corporate Authorised Representative (No. 1321804.) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.
Capstone Financial Planning Pty Ltd
Level 1, 607 Bourke St, Melbourne VIC 3000
Phone: 1300 306 900 | Email: info@capstonefp.com.au | www.capstonefp.com.au
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