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Long popular for their concessional tax treatment of income, Self-Managed Super Funds (SMSF) can provide great flexibility for investment choices.
Superannuation has long been popular for its concessional tax treatment of income and SMSF’s can provide great flexibility for investment choices. We work closely with financial planners who can advise on the product advice and strategy of the fund if required and if an SMSF would be the right choice for you.
We focus on compliance with financial statements preparation and proving assistance to Trustees with the minutes for the fund. Your SMSF is then audited by an independent and registered SMSF auditor before the tax return is lodged.
Kellie is a registered SMSF auditor with ASIC and has been auditing the self managed super funds of other accounting firms for years. Kellie is often used as a consultant by other accounting firms in the area of SMSF.
Kellie is an accredited Self-Managed Super Fund (SMSF) specialist with CPA Australia in recognition of the additional study she has in this complex and ever changing area.