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Self-Managed Superfunds

Helping you take advantage of the taxation benefits

Self-Managed Superannuation Funds have become an increasingly popular method of taking advantage of the taxation benefits inherent in superannuation.

Superannuation strategies need to be planned in conjunction with a financial planner and with an eye to succession planning as well. The Farmer’s Accountant Pty Ltd are able to offer you all of these services to make sure that your Self- Managed Super Fund attains the investment outcomes that the trustees desire.

We can assist you with:

  • establishment of the fund, including registration with the Australian Taxation Office and other government authorities

  • establishment of a cash account if required

  • taxation planning, advice and compliance

  • financial statements, annual return preparation, audit and lodgement

  • payment and determination of pensions, lump sum benefits and preparation of all necessary documents

We utilise Class software which enables data-feeds from the Financial planner for investments and accommodating complex wrap accounts.  This minimises the time we need to spend in sorting through superfund investments to do the work in a cost effective way.

Get in touch

Fill out this form, or call

(02) 6884 5542

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