Superannuation

Build your wealth for the future with our Self Managed Superannuation Funds accounting and SMSF Audit services.

Accountable Business Solution Accountant Kelly Howard is one of only a handful of CA SMSF Specialists in Victoria. She understands SMSF better than most.

Done right, Self Managed Superannuation Funds are an effective tool to build wealth while maintaining control of your investments and minimising taxation liabilities.

Accountable Business Solutions help Ballarat business owners maintain control of their Self Managed Superannuation Funds by assisting with taxation compliance – as required by the Australian Tax Office.

We offer you a complete SMSF service. Our specialist team provides a range of personalised financial services which lead to the successful management of your Self Managed Superannuation Fund.

Our range of services include:

SMSF setup and administration

  • Establishing your SMSF’s trust deed, member application forms and resolutions, completing and lodging your ATO application forms and trustee declarations, and establishing a cash management account in your SMSF’s name.

Ongoing Self Managed Super Fund administration

  • Preparing your annual financial statements and income taxation return; this includes outsourcing an independent audit.
  • Preparing all paperwork required to start and administer pensions within your SMSF.

Strategic and investment advice

  • Ongoing review of your needs, goals and objectives.
  • Advice with priority attention and unrestricted access to our professional staff.
  • Regular client communication and updates.
  • Continual assistance with all tax and strategic planning using our specialist tax agent service.

We understand that the reporting documents for your Self Managed Superannuation need to be more than just maintained for ATO compliance – they are vital documents that give you an independent overview of your investments so you can track the health of your fund.

As well as Self Managed Superannuation Funds and SMSF Auditing, Accountable Business Solutions can also help you plan for the future with Estate Planning, Succession Planning and Business Consulting Ballarat services.

To make an appointment with a self managed super fund specialist and Chartered Accountant email us or phone 03 5331 3118.