Self Managed Super Funds
More and more people are realising the advantages of making their own investment decisions and taking control of their retirement strategy instead of relying on an Industry Fund where they don’t cater for your needs but everyone else’s. An increasingly popular way of doing this is by setting up a self managed superannuation fund (SMSF). There are approximately 900,000 self managed superannuation funds (SMSF) in Australian with the majority having just 2 members.
An SMSF gives members of the fund control over specific investment choices involving their superannuation. They can tailor their own investment strategies and select specific assets such as listed securities, investment properties, managed funds, cash and term deposits and so on. They are extremely easy to setup and manage. If you do not have the knowledge to manage your own investments but still want more control then you can get the investment help from our Financial Planning partners and we can provide the administrative help you need.
How can we help?
Moore & Co. Accountants offers a variety of services for SMSFs, including
- We are based in Richmond Victoria and you can speak with us and meet with us.
- Explaining how It all works – what is a trustee? What is a member? What is an auditor
- Structure – Do you need a corporate trustee or an individual trustee
- Setup – We can set up the SMSF for you. All you need to do is come up with the name!
- Rollovers – Rolling in from another Super Fund is an easy process which we can help you through.
- Contributions – When you add money to your superfund you need to be aware of all the limits that are imposed. We can help you comply with them.
- Investments – the software we use can be updated daily and your investment performance can be monitored with many different reports.
- Annual Compliance – we prepare the accounts and tax return for audit and lodgement.
- Continuing Compliance – We specialise in superannuation and have a technical research team that provides updates and support on the latest in superannuation developments.
Pricing
- Given we are in Australia and you can speak with us and meet with us we cost a bit more than other offshore providers.
- Our Tax Return and Accounts cost from $1500+GST
- An independent audit needs to be done as well which cost from $300+GS
Feel Free to call and discuss your situation (03) 94283197.
About Us
Moore & Co. Accountants are a long established accounting firm working for your business needs
We are a small firm of highly experienced, talented Certified Practising Accountants based in the inner eastern Melbourne suburb of Richmond. We have a passion for providing all clients with the highest standard of expertise and professional care at an affordable price.
We strive to deliver peace of mind to all our clients and to give them financial security. Our certified accountants have extensive experience in resolving various taxation, accounting and business-related issues.
We have used Moore and Co. Accountants knowledge and the help of the efficient staff in handling our tax affairs for more than 20 years. The atmosphere is informal and the ability to sit with them personally to discuss the detail of our taxes gives us great confidence that we are getting the best possible outcome.
Moore & Co. Accountants has been doing my tax returns since 1975 when I commenced my first full time job in real estate. They have always had my best interests at the forefront of their advice and whilst we may have had some robust discussions about matters over the years I have always valued their wise counsel.
Over the years I have had a number of taxation agents in places where I have lived, but since returning to Melbourne I have genuinely found Moore & Co. Accountants to be the best all-round company for all of our accountancy needs.
Moore & Co. Accountants has been auditing my SMSF since I started it in 1997. Throughout the years, they have been rigorous and efficient in the audit. Small errors have been corrected and advice acted on, both of which have invariably resulted in tax savings and the maintenance of clean and clear accounting records.
KEY SERVICES
- Financial Reporting and Business Advisory
- Business start-up and succession planning
- Bookkeeping/BAS
- Auditing (Trust Accounts, Non-profit organizations, Real Estate Agents, Conveyancers and Solicitors)
- Tax planning and strategies
- Tax return preparation
- Self-Managed Superannuation Fund
- Financial planning
- Retirement and Estate Planning
- Deceased Estates
- Non-profit organizations