Self managed superfunds (SMSF) can be a great investment tool for your future, depending on your circumstances. They can allow you to take full control of your savings for retirement. However, if you are planning to use a SMSF you need experts who understand the benefits and challenges of using such funds and can guide you through the technicalities and compliance matters.
At William Tomiczek & Associates, our specialised self-managed superannuation fund team provide all your SMSF needs including set-up, preparation and lodgement of income tax returns, financial statements.
We will also help you with the audit of your fund, keep you up-to-date with rules and regulations and make sure you have the right planning in place for your retirement.
Our SMSF services
- SMSF establishment
- Set up the right structure to facilitate borrowing for a property purchase
- Pension commencement and consolidation
- Lump sum withdrawals
- Preparation of annual financial statements and tax returns
- Facilitate independent audits
- Contribution strategies
- SMSF wind up
- SMSF trust deed upgrades
- Technical and compliance advice
Get In Touch
Get in touch today to find out more about our services and how we can help with your accounting and tax needs.