SMSF setup and administration

SMSF setup – If you are considering establishing an SMSF, then we are here to help you.

We are here to help you get it right and enjoy the benefits of being a trustee of an SMSF

Geoff Gartly is a licensed accountant with that specialises in SMSF setup, accounting and tax advice. Geoff Gartly is Limited Authorised Representative 1248227 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002

Gartly & Associates as licensed accountants can provide you advice as to whether an SMSF is right for you. We can also quickly source SMSF establishment documents and also those documents and Bare Trust establishment if you are looking at borrowing property using your SMSF.

When establishing your SMSF, there is some vital administration areas and advice that we can help you with to get it right.

Tax and compliance

Gartly & Associates can assist with all the accounting and tax compliance needs for your new SMSF.

Some areas that we can help you with include

  • Preparation and lodgement of annual tax return
  • Preparation of annual financial statements including supporting notes, members reports and minutes etc. v
  • Pension documents, calculation of the right amount of pension to take
  • Rollovers and rollouts to your SMSF
  • How to wind up your fund
  • Arrange for independent audit services to be performed on your SMSF annually

Advice

We are licensed to advise on a number of areas about your SMSF:

  • Advise whether or not setting up an SMSF is a viable option
  • Information on property investments in SMSF and borrowings and how to get it right
  • Advice on when to commence and cease pension
  • Providing the SMSF Trust Deed, minutes, resolutions, and all other necessary documentation
  • Lodgement of an Election for your SMSF to become a Regulated SMSF
  • ATO application to obtain compliance for your fund as a newly established fund with an ABN and TFN and GST registration if required.

 

Talk to an accountant that provides professional, practical advice when it comes to your SMSF and SMSF setup. We are your local SMSF Ormond accountants SMSF  Ormond setup

Call Geoff on 0395979966 or email admin@ggassociates.com.au for help

 

Geoff Gartly is Limited Authorised Representative 1248227 of Merit Wealth Pty Ltd,

Australian Financial Services Licence 409361, ABN 89 125 557 002