SMSF Compliance is becoming more and more complex, The methodology at Pace Advisory Group involves a complete understanding of your SMSF to ensure that your fund complies with all tax and superannuation regulations.
Being a SMSF trustee meeting the regulatory requirements can be overwhelming with constant changing legislation. Get professional advice and support from our SMSF auditors in Mount Waverley and Moonee Ponds and across Australia.
Whether you’re considering setting up your fund, purchasing an asset through your superannuation, or saving for retirement, you need to get the right SMSF compliance advice in Melbourne.
If you’re considering a self-managed superannuation fund we can establish and administer your fund, and ensure the fund remains compliant by arranging an external auditor to review your files.
Our SMSF services include:
- Fund administration including Minutes and Documentation
- Financial statement preparation
- Fund Income Tax Returns and Business Activity Statements
- Annual SMSF fund audit
- Self Managed Super Fund auditors
- Obtaining an actuarial certificate where required
- Managing correspondences with the ATO
Benefits of SMSF
- Invest directly in real estate
- Higher investment control in your superannuation
- Potential higher returns
- Increase your super balance through contribution strategies
- More flexibility and control
- Tax-effective entity
- Boost your super balance through contribution strategies
Consulting our experienced SMSF auditor from Mount Waverley and Moonee Ponds means that your fund is properly set up and complying the ATO regulations.
With an excellent SMSF compliance strategy in place in Melbourne, you can achieve your financial retirement goals without feeling any stress
Under the new legislation, any personal advice provided in relation to Superannuation or Self-managed Superannuation Funds (SMSFs) must be prepared under licence, with a Statement of Advice (SOA) prepared by alliance partners who are the representatives of ASIC licences. This ensures Pace Advisory Group is well positioned to provide advice to our clients and their SMSFs.