How we can help you manage your
Self Managed Superannuation Fund
We can assist you to take control of your
superannuation & future!
SMSF Accounting and Compliance Services
SMSF
establishment
Sunny Coast Accountants can assist you with the establishment of your Self Managed Superannuation Fund from start to finish.
Our services include the preparation and provisioning of:
Trust Deed
Product Disclosure Statements (PDS)
Consent to Act
Minutes to set up the Fund
Investment strategy
Application for membership
Beneficiary and TFN notices
Applications for ABN and TFN
Registration for GST and PAYG
SMSF
administration & compliance
For all your SMSF accounting and taxation requirements.
We offer an electronic system which allows us to monitor and maintain your SMSF with ease - so you can get back to the more important things in life!
We prepare the financial reports & member's statements required for your SMSF to remain compliant with the ATO and pass your audit on an annual basis.
Prepare and lodge the SMSF's Income tax and regulatory return with the ATO.
Helping you to understand the rigorous requirements enforced by the many regulatory bodies.
We also register the SMSF for any ATO requirement and assist and prepare any quarterly reports for GST & PAYG requirements.
Pension
& retirement planning
We are PROactive rather than REactive when it comes to your Superannuation fund pensions.
At Sunny Coast Accountants assisting clients move through to the retirement phase is our passion and where we find the current advice to be paramount - we love helping clients achieve the tax benefits available through pension structures assisting you acheive your lifestyle goals.
The penalty for not meeting your minimum based pension can be catastrophic which is why we review ALL account based pension's within your SMSF prior to the end of the year to ensure our clients have met their minimum pension!
We also prepare all calculations required for your pension in regards to members balances, minimum pension payments and prepare all necessary pension minutes.
We do not outsource any of our accounting work including our SMSF accounts like many providers so you can be rest assured that your SMSF will be completed by an SMSF specialist with the knowledge and expertise to get the job done right!
We service Cooroy, Noosa, Pomona, Eumundi and the hinterland of the Sunshine Coast.
From (Since) 1 July 2016, advice about superannuation must be provided through an
Australian Financial Services Licence.
In order to provide personal advice to our clients in relation to superannuation and self
managed superannuation funds, Sunny Coast Accountants has chosen to be authorised through
the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of
the National Tax and Accountants’ Association Ltd (NTAA).
SAN supports our practice in providing advice regarding:
• Establishment of SMSFs
• Contribution strategies (amounts, types, withdrawal and recontribution)
• Pension strategies (account based and transition to retirement)
• Transfer of business real property into superannuation
• Withdrawals, commutations and death benefit payments
• Limited Recourse Borrowing Arrangements
• Provision of an asset class investment strategy (based on an assessment of your
risk profile)
• Winding up of SMSFs
The person/people at this practice authorised by SAN to provide superannuation and
self managed superannuation fund advice is:
Sarah Keily – Authorised Representative No. 001258650
If you have any questions in relation to your superannuation, please ask to make an
appointment to speak with us.
Click below to view our Financial Services Guide
FSG Part 1
FSG Part 2
The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee
(No.430062), and is a fully owned subsidiary of the NTAA.
The NTAA has been a leading provider of education for accountants for over 20 years,
delivering specialist knowledge in taxation issues and Self Managed Superannuation
Funds. Our practice is pleased to be a member of this association, and benefits from the
education they provide.
With the accountant's exemption ceasing on the 1st July 2016, here at Sunny Coast Accountants we have made sure that we have relevant training and licenses to continue to maintain our high standard of Self Managed Superannation Fund services and advice.