Self-Managed Super Funds

We Assist
With Self-Managed Super Funds In Hervey Bay

Simplify
Your Self-Managed Super Fund

Have you got a tax-effective retirement plan in place? The experts at Fraser Coast Accounting Group specialise in self-managed super funds (SMSFs) in Hervey Bay. Moving to self-managed is a popular choice with business owners and professionals because it provides a form of asset protection. Make investment decisions that maximise your opportunities and minimise risk while obeying relevant super and tax laws. Our team of professionals can make this process simple and advise on tax benefits you may be eligible for.

Talk to our team about restructuring your existing fund into an SMSF and we’ll help with the transition. Ensure fund compliance and submit all necessary statements with ease. Once your fund is set up, we’ll oversee the ongoing running of your SMSF, providing advice on investment options that fall within regulations. We’ll help you plan for the super your retirement needs, setting you up for a stress-free later life.

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Why
Choose Us For Your SMSF?

Superannuation is the main source of retirement income for many Australians, which is why it’s crucial to take care of it properly. Our team of experts assist with the filing and management of self-managed super funds (SMSFs), helping individuals protect their assets and gain tax benefits. There are many rules and regulations that must be strictly adhered to when it comes to SMSF funds, which is why our comprehensive services include handling admin processes, contribution monitoring and report preparation.

With strategic fund administration from our experts, you’ll be able to navigate regulations surrounding SMSFs and move towards a worry-free retirement in Hervey Bay. Our accountants will assess your individual circumstances to make sure a SMSF is right for you. Ensure you’re making investment decisions that comply with Australian super regulations, protecting your future. Talk to our team today to learn more about SMSFs, book in for professional business advice, or discover our range of accounting and taxation services.

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Thorough
SMSF Services

The team at Fraser Coast Accounting Group provide comprehensive services to help you set up and maintain your self-managed super fund (SMSF). Our experts will advise on the benefits and implications of having a SMSF and make sure it’s the right choice for you. Once you’re ready to go ahead, we’ll take care of everything from administration to ensuring compliance with the relevant super and tax laws.

Our services include:

Establishing a SMSF & obtaining tax benefits
Monitoring contributions
Financial reporting requirements & obligations
Deed upgrades
Compliance & administration
Accessing funds & wind-ups

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Ready
To Self-Manage Your Super?

Ensure you’re choosing a superannuation fund that aligns with both your short-term goals and your long-term retirement plan. Our specialists will advise on the advantages of creating a self-managed super fund (SMSF), such as tax benefits and asset protection. We’ll also talk you through the limitations, such as the associated regulations around investing.

When you proceed with a SMSF, our experts will assist with all aspects of establishment, administration and strategy. We’ll provide real time reporting of valuations, transactions and member balances, help with monitoring contributions to ensure you stay within the relevant caps and track pension drawdowns. Call our experts in Hervey Bay today for a great range of advisory and taxation services, such as switching to a SMSF or benefitting from corporate secretarial services.