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,
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.