Using the right accountant for your SMSF tax return is key to staying compliant.
Self Managed Super Fund Tax Return
What is a SMSF?
Is a SMSF a good idea for me?
What contributions can I make?
Are withdrawals allowed?
What about my pension?
Can I roll over my super fund?
Managing your Self-Managed Super Fund (SMSF) can be a bit of a minefield, but it doesn't have to be.
The SMSF tax return is a complex form that must be completed correctly in order to avoid penalties. The benefits of managing an SMSF include effective tax management and control, as well as flexibility in your investment decisions.
But like all things accounting, there are compliance, costs, and insurance requirements that carry heavy penalties if not adhered to. It's important to stay on top of these obligations.
At RWK Accountancy we know how important it is for you to have confidence in your accountant—we're local and we care about our clients' needs. You get personal service from Phil McCredden, a Director of RWK Bunbury and a tax specialist who manages our estate planning and Self Managed Super Fund team. We also use Australian award winning auditors SMSF Auditing Australia to ensure every aspect of your fund is compliant.
Phil is your local South West, qualified and trusted adviser. He can provide advice on a range of issues.