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Services

SMSF

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About this service

SMSF

The world of superannuation has changed dramatically as more business owners and entrepreneurs take advantage of using an SMSF for their superannuation. While there are many benefits of a SMSF, there are legal and financial obligations too. Understanding these – and the ongoing associated regulatory changes – brings its own complexity. In the context of SMSF management, business owners need to give due consideration to tax, structuring and cash flow to ensure their investment vision is realised.

Looking for support to manage your SMSF? Let’s solve that challenge.

Here’s how we can help with your SMSF

1

Accessing funds from your SMSF

Preserving investments and minimising tax when you access funds from your SMSF requires specialised knowledge and planning. With legislation regularly changing, it pays to have the support of an independent advisor. That’s where the Accorti team can help.
2

Determining if your SMSF has the right assets to generate the income you need

Property versus other investment strategies: which way should you go? We’ll work with you to determine the most ideal investment strategy for your SMSF.
3

Understanding how tax integrates with superannuation

Minimising your tax as you start to draw from your SMSF is vital. Together with our tax team, we’ll provide advice about ways to minimise tax when you shift gears into retirement.
4

Administering your SMSF

There’s a ream of documentation required for setting up a SMSF and we can help. Trust deed, trustee company incorporation, cash management account set up, meeting minutes, SMSF investment strategy and more. We’ll take you through every step of the process as you evolve to the next level of business life.
5

Getting insured

Consistent with our overall approach to working with clients, we’ll take a holistic view of you, your family, and your business, and in conjunction with our insurance partners, we’ll work with you to implement an appropriate suite of insurances to protect you and your assets.

Wondering if a SMSF is right for you? Let’s help you answer that question.

We’re committed to doing the right thing by our clients and will only make recommendations that are best for you and your business. We can start the process by working together through our free business analysis.

You can access it here or make a time to speak with one of our business advisors directly.

I want to understand if a SMSF is right for me

Let's solve your challenges together.
Book an Appointment

Other services

Accounting + Tax
Annual Tax Compliance
BAS/FBT/PAYG/TAX
Business Structures
Tax Planning

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Solve Accountants Logo Level 2, 3 Short Street
Southport Queensland 4215
Solve Accountants Logo Level 6, 200 Adelaide Street
Brisbane City QLD 4000
(by appointment only)
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1300 696 585

Brisbane & Gold Coast Business Accountants.
Accorti Accountants + Advisors is a firm of chartered accountants that provide business accounting, tax, and advisory solutions for evolving businesses in Brisbane and Gold Coast region.

Southport Coc Gold Coast Central Tax Practitioners Chartered Accountants Xero Logo
Google Rating
5.0
Solve Accountants
Solve Accountants
5.0
Stephen Fleming
Stephen Fleming
04:34 13 Aug 19
I highly recommend Solve Accountants. Their staff are very friendly and my tax return was done really quickly. A professional service and great prices.Thank you Michael and Victor.
Jan Barnes
Jan Barnes
00:44 25 Jul 19
We found Michael and his team very helpful and very quick to process our returns. We would have no hesitation in referring Michael and Solve accountants to our friends and family. Thanks again
George Nastase
George Nastase
00:11 15 Aug 19
Solve Accountants are professional, quick, effective and good problem solvers. Also responsive, and always ready to assist. Both our businesses and our family members are employing Solve's expertize, and we couldn't be happier with the outcomes.
Andre Fischer
Andre Fischer
09:48 16 Jul 19
Michael and his team are looking after my tax affairs for years now. Being able to communicate in non-account language and getting things done efficiently are worth every cent.
Jennifer Cameron
Jennifer Cameron
02:50 17 Jul 19
Efficient staff and management. Always provide sound advice and information. Friendly atmosphere.
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  • Home
  • About
    • Our Story
    • Our Approach
    • Our Partners
    • Join Us
  • Services
    • Service Overview
    • Business Advice
    • Strategic Planning
    • Budgeting + Forecasts
    • Business Deals
    • Risk Management
    • Grants + Incentives
    • Accounting + Tax
    • Annual Tax Compliance
    • BAS/FBT/PAYG/TAX
    • Business Structures
    • Tax Planning
    • SMSF
    • Bookkeeping + Payroll
    • Bookkeeping
    • Payroll
    • Finance Systems Review
    • Outsourced Accounts
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    • Industries Overview
    • Construction
    • Medical & Allied Health
    • Professional Services
    • Property
    • Tourism
  • Resources
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  • Xero
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