Utilise tax advantages and set yourself up for retirement
At WLM, we offer comprehensive accounting and tax services for your SMSF: from initial setup to ongoing compliance, ensuring a strong financial foundation for your future.
Our SMSF accounting service is designed to simplify the management of your self-managed super fund at all stages.
SMSF set up
By utilising our set-up service, you can be confident that your new SMSF will be established correctly, compliant with all regulatory requirements, and accompanied by the necessary documentation. We ensure that your fund is registered with the Australian Taxation Office (ATO) promptly.
We use industry-leading, cloud-based software to make sure your fund is managed efficiently and securely, giving you real-time access wherever you are to your SMSF’s performance.
Compliance
All self-managed super funds are required to have financial statements prepared. This is a critical requirement, as all self-managed super funds must have accurate financial reporting to maintain compliance. We also handle the lodging of your Annual Return (income tax return) with the ATO for each financial year, ensuring that you meet all deadlines and stay on top of your tax obligations.
SMSF strategies
Utilising your SMSF for investments can have various advantages as a business owner, business partner or individual. Our SMSF experts work closely with your financial advisors to maximise the tax advantages and minimise risk for you and your business.
Accessing your super
When it comes to accessing your retirement fund, our SMSF accountants can provide you with the tools and knowledge to make informed decisions. Whether you want to withdraw funds for personal use, purchase property, or invest in shares, we guide you through the process while ensuring compliance with ATO regulations. We help you understand your options, including how to access your superannuation benefits at retirement or under specific conditions of release.
With our SMSF accounting service, you gain peace of mind knowing that your fund is managed by experts who prioritise accuracy, compliance, and your financial well-being. Let us take care of the complexities of SMSF accounting so you can focus on your retirement goals.
