Self Managed Super Funds 2017-07-03T09:07:31+00:00

Big enough to know, small enough to care.

Growing and Managing your Self Managed Super Fund

When it comes to something as important as managing and growing your Self-Managed Super Fund (SMSF), it pays to speak to a licensed and qualified professional. If you currently have a SMSF or are considering one talk to us today and find out about our additional SMSF advice offer.

A specialist superannuation practice

Enright Holmes can provide the follow services:

  • Preparation of the fund’s annual financial statements
  • Assisting the fund to meet the ATO’s annual compliance requirements
  • Providing ongoing advice to trustees on the operation of the fund
  • Fund establishment
  • Estate planning
  • Tax planning

The practice has developed as a specialist in providing the above services over the last few years as the government’s superannuation changes have made the use of self managed superannuation funds increasingly popular. The provision of advice to self managed superannuation funds is a highly complex area due to the constant legislative changes.

We have found that by specialising in this field we are able to keep up to date with all the changes, ensuring that your fund is advised and administered correctly and that the maximum taxation advantage is achieved for your fund,

Fixed Cost

All our superannuation services are provided at a fixed cost as agreed with you prior to the commencement of work. The fixed cost includes an “open door policy” which allows you to have constant access to our professional staff without incurring unexpected additional fees.

Authorised Accountant Representative

Like any form of financial advice, investment and insurance advice to the trustees of SMSFs must be provided under the Australian Financial Services Licence (AFSL). We are licensed under Count Financial to provide you with advice beyond traditional SMSF accounting services (such as tax returns, administration of the fund and factual information about super and tax).

This means that one of our staff members, who is an Accountant Authorised Representative, can work together with you to help identify and shape your SMSF goals. We can also review your current SMSF arrangements.

Additional financial advice

With our additional Self Managed Super Fund financial advice offer, we can now help you with matters like pension, contributions and strategies for holding property inside your Self Managed Super Fund (Limited Recourse Borrowing)

We can provide you with a full range of services relating to your Self Managed Super Fund, including advice on:

  • Establishing your Self Managed Super Fund

  • If a Self Managed Super Fund structure is right for your we can assist in consolidating your super

  • Making additional contributions

  • Accessing your super

  • Transition to retirement strategies

  • Levels of insurance

Boutique accounting firm in Ballina NSW, specialising in providing TAXATION, SELF MANANGED SUPER FUNDSACCOUNTING, BUSINESS and FINANCE ADVICE to individuals and small to medium businesses.

Why Count – our chosen partner

Count Financial Limited, trading as Count, was founded in 1980 and is now owned by the Commonwealth Bank Group of Companies. Count’s position is unique as it provides the benefit of being part of Australia’s leading financial institution with a rich history of partnering with accountants to help them secure their clients’f financial future.

Since their inception, Count has recognised the valued relationship between accountants and their clients. With their extensive expertise and knowledge of their clients’ financial position, accountants are well-positioned to offer financial advice, in addition to traditional accounting services, for SMSFs. Count provides accountants with the support and licensing needed to offer these services to you.

For more information on Count visit count.com.au

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See what some of Enright Holmes customers have to say.

Thank you again for all your assistance, efficiency and promptness. I can honestly say that you have made lodging our tax returns effortless.
Robyn
Thanks so much for your help today – I know it’s your job, but you do it really well!
Levi
Thank you for being such a wonderful accountant. There are not many friendly and approachable accountants like you.
Kate
Thank you again for your happy and patient attention to our enquires, no matter how frivilous or mundane through the past years, and we look forward to your good services in the future. The staff are always so accommodating
John and Marcia
I sent you my version of the Super Fund accounts on 5 July. You completed them, had them audited, lodged them and I received the refund to my bank account yesterday (27 July) Spectacular!
David
Many years ago we lived in beautiful Ballina and a good friend put us in contact with Greg Enright and his team. Immediately we were welcomed with a helpful guiding approach and we were certainly most thankful for their expertise setting up a new company. We have since moved from the North Coast but still feel very comfortable contacting our ever reliable accountant Amy to help us each time. Amy is an asset to the company and we wish her well in her new endeavours as a Partner of the business…Congratulations … and as always say Hi to Greg too.
Maxine and Mark
I don’t know anyone else who communicates with their accountant as I do with you.
Nyoli