Superannuation

Unlocking the Power and Flexibility of your Superannuation

Self-Managed Superannuation Funds (SMSF) provide the ultimate flexibility and control in saving for your retirement by allowing you to make the investment decisions – whether your choice is direct investment in property, shares, managed funds, term deposits or a combination of each – Wiseman Accountants are the perfect partner to help you action your Self-Managed Superannuation and retirement goals. We pride ourselves on keeping up to date with changes to superannuation legislation and proactively engage our SMSF clients to ensure they maximise the opportunities SMSF offer in a complex environment to ensure compliance with legislative guidelines.

Our SMSF compliance services include:

 

  • SMSF Setup including establishing Trust Deeds, Tax File Number, Australian Business Number and GST registrations
  • Process the transfer or rollover of funds into, or out of, an SMSF
  • Assist in property acquisition
  • Tax implications of Superannuation Contributions
  • Tax treatment of pensions
  • Compliance advice
  • Preparation of Annual Financial Statements
  • Preparation & lodgement of SMSF Annual Return with the Australian Taxation Office
  • BAS Preparation & lodgement with the Australian Taxation Office
  • Facilitation of annual SMSF audits
  • Tax planning

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