Self-Managed Super Funds

SERVICE OVERVIEW

Self Managed Super Funds

Are you sure you’re getting the most out of your self-managed super funds (SMSF)? The only way to maximise your potential is through tailored SMSFs strategies. With so many complexities to manage when it comes to business tax and finances, superannuation is often an afterthought. However, it’s vital for investment and retirement planning, and super contributions offer huge tax advantages you may not even know about.

At Carter’s Tax Advisory, we work with our clients in Western Sydney to assist with the setup and management of your super fund, as well as with year end accounting. So, you can always be sure your super is working harder for you, and that you’re in compliance with regulations. It starts with a conversation, then we’ll create a tailored strategy and help you prepare for the future.

Year end accounting

Without expert guidance from experts like Carter’s, your year end accounting process can be complex and time consuming. We provide year-round management in a range of SMSF administration and compliance services, with strategic tax planning for super fund beneficiaries, retirement pension advice and the preparation of the documents and tax returns you need for the fund’s audit.

Our team will make sure you’re in compliance with all year end requirements, and will talk you through the information needed to process your SMSF at the end of each tax year.

Audit setup advice

Setting up your new SMSF doesn’t have to be complicated. With Carter’s Tax Advisory, we incorporate your SMSF funds to protect your wealth in the future.

We’ll get to understand your unique situation and goals, so we can advise on the best trustee structure for you. We’ll also take care of the application process, and can even help with the transfer process from your existing super fund if necessary. You can count on our expert financial advice to ensure you’re making the best decisions for your long-term protection.

Contact Carter’s Tax Advisory to request a consultation

To find out more about set up and management of self managed super funds in Sydney, contact our team and we’ll arrange a free consultation. Give us a call today or email on admin@carterstaxadvisory.com.au.