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SMALL BUSINESS BOOKKEEPING

BUILDING YOUR NEST EGG WITH AN SMSF

Smart Self-Funded Super and SMSF Management on the North Shore

FC Accounting understands all about self-managed superannuation funds (SMSFs), even the most complicated legislation and administration requirements.

Superannuation is one of the most tax-effective investment environments available. After age 60 it may even be completely tax free.

We handle the accounting and tax preparation of a number of Self-Managed Super Funds.

We can help you with:

  • Transition to retirement
  • Current financial position assessment
  • Retirement gaol and setting
  • Retirement projection and reality check
  • Pre-retirement planning /transition strategies
  • Advice on redundancy and termination payments
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Our SMSF team with assistants of our Authorised Representative can help with

  • Management of SMSFs including operation and structuring
  • How do you set up a self-managed super fund
  • Decide who are to be the members
  • Decide who are to be trustees – there are 2 alternatives, the members themselves or a proprietary limited company whose directors & shareholder are members of the super fund
  • To point out a number of compliance and regulatory matters that businesses and trustees of SMSF need to address
  • Decide upon a name of your fund
  • Order the fund trust deed
  • Apply for an ABN, TFN
  • Open a bank account for the fund
  • Apply for the fund to be regulated by the ATO
  • Request your present super funds to transfer your superannuation investments to your new self-managed super fund
  • Providing factual advice about the value of consolidating super assets into a single fund
  • Administration and operational issues, including establishment, the addition of new trustees/members and valuation of fund assets
  • Acquiring or disposing of an interest in an SMSF
  • Minimising SMSF costs
  • SMSF issues
  • Personal insurances

FC Accounting can support you with all aspects of SMSF, and help you to run your SMSF properly.

Accounting Packages Designed for Your Business

Make a smart business decision!

Choose a monthly small business package to mix-and-match accounting, taxation, payroll and bookkeeping services.

Monthly packages are practical and efficient. Bundling the services together reduces your costs, takes the stress out of your money management, and lets you focus on your business. Whatever your business goals, we’ll get you there. We offer Starter, Premium and fully-customised packages that are designed to meet your small business needs.

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