Accountant Ringwood – Self-Managed Super Fund (SMSF)

The Self-Managed Super Fund (SMSF) sector has been continuously expanding over the past few years, as more people are making the switch and taking advantage of the benefits. Let the professionals at CLY Tax Accountants & Bookkeepers Ringwood assist you with setting-up your SMSF and give you the right advice to manage and grow your fund. Offering Initial Set-Up, Processing and Auditing services, we can help you to get more money back in your pocket and plan for the future.

The main advantages to having a SMSF include an increased flexibility of investment choices and reduced tax on investment income and capital gains. Meaning that you have more control over your money!

At CLY Tax Accountants & Bookkeepers Ringwood, we take the time to discuss your current situation and find the investment choice and structure that best suits you. We will ensure that your SMSF meets all of the legal and ATO conditions, so there will be no issues at the end of the year.

 We can help you with:

  • Setting up the ABN
  • Registering an individual or corporate trustee
  • Setting up your bank accounts
  • Rolling over your superannuation from your existing Super Fund to your new SMSF
  • Process the tax return for the SMSF

To keep everything running smoothly at Tax time, we can also process your SMSF auditing. It is legally required for your SMSF to be audited, as it examines the validity of the fund’s financial records and makes sure that it complies with the national superannuation rules and regulations. At CLY Tax Accountants & Bookkeepers Ringwood, our Accountants are registered SMSF Auditors, and have the qualifications and experience to ensure that your SMSF is properly audited.

See the team at the Chirnside Park Office or Contact us on (03) 9736 9316 to come to your place for a discussion about how having a Self-Managed Super Fund could benefit you!