Self-Managed Superannuation Fund

At Advantage Taxation we specialise in assisting members to operate their own self-managed superannuation funds (SMSF), and in providing appropriate tax and wealth creation strategies as per their circumstances. We will handle all elements of your taxation and compliance work for the SMSF.
This means:

  • Preparing your financial statements in accordance with the Superannuation Industry (Supervision) Act 1993;
  • Preparing tax returns and member statements for the SMSF;
  • Working with external auditors to put together an annual audit report of the fund’s compliance; and
  • Assisting trustees with the ongoing maintenance of compliance

Setting Up New SMSF

Are you looking to set-up a new SMSF? We can help with your structure and explain the nitty gritty to you; we will register what needs to be registered (such as ABN, TFN, and Corporate Trustee), and we will provide you with everything you need to get a bank account set up.

Existing SMSF processing

Whether your SMSF is in pension or accumulation phase, we can assist with the overall tax compliance, tax planning, tax preparation and lodgement of the fund. Give us a call and let’s connect.

Our Principal, Kim Lim is a certified SMSF auditor and is able to draw upon years of experience in the industry to ensure you get the best outcomes from your fund.

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