Specialist Self-Managed Super Fund Advice
Deciding to take control of your superannuation investments through a Self-Managed Super Fund carries considerable responsibility and obligation to ensure your SMSF is compliant.
You need expert advice on the administration of your fund, both with the preparation of financial reports and taking the right steps to avoid penalties from inadvertently contravening complex regulations and changes to legislation.
At Proactive Accounting, we make the time to help you easily understand the complexities of your SMSF investments while you have greater flexibility and control over your investments and your options with asset protection and estate planning.
Our principal, Alec Brandon, is recognised by CPA Australia as a specialist in providing advice for effective management and compliance for Self-Managed Super Funds.
We can help you with a comprehensive suite of SMSF accounting services and advice,
Setting up your SMSF
If you’ve decided that a self-managed super fund is the right strategy for you to achieve your retirement goals, Alec will assist you with setting up your SMSF so you can start to have control and visibility of your investments.
Before and during the setup of your SMSF we’ll make sure you have a thorough understanding of what is required of you and how it works so you get the most out of your SMSF and comply with your obligations.
Superannuation legislation is complex and subject to change, so we ensure we’re always up to date with the most recent legislation. We offer a comprehensive suite of services to keep your SMSF compliant and performing its role in your financial structure.
- Annual tax return
- Reviewing SMSF compliance
- Cost analysis
- Cost control
You have the security of knowing you’re being looked after by Alec Brandon, a highly respected specialist SMSF Accountant.
SMSF Investment Strategies
You have a legal requirement to have a specific investment strategy that not only meets your objectives but satisfies the legislative requirements of the Superannuation Industry (Supervision) Act as well as your SMSF Trust Deed. As you take control of your investments, you’ll need to always remain compliant with legislative requirements.
Alec can assist with reviewing your investment strategy and providing advice on performance and meeting your retirement goals.
Effective Tax Planning
Alec’s specialised knowledge in SMSF tax strategies enables you to maximise the flexibility of the SMSF structure and minimise your tax position.
SMSF Deed Reviews
Your SMSF is governed by superannuation legislation and your trust deed with dictates how the fund can operate. We can help you have up-to-date deeds and documents, so they support your needs, whether it’s for borrowing or distributing income during retirement while maintaining compliance with legislative requirements.
Phone our office on (07) 5539 4143 to set up an appointment with Alec to discuss your SMSF requirements, whether you want to set up your own SMSF or need assistance with the administration of your fund.
ASIC has strict licensing requirements for SMSF auditors with regard to experience, education and continuous professional development which we comply with because we are Self Managed Super Funds specialists.
Proactive Accounting & Financial Services conduct audits of Self Managed Superannuation Funds on behalf of Trustees who generate their own annual reports as well as for other accountants who perform the compilation on behalf of their clients.
Contact our office on (07) 5539 4143 for help with your SMSF Audit.