Superannuation Services

Accurate superannuation advice to ensure a protected retirement

As professional accountants we believe a self-managed superannuation fund (SMSF) is a secure way to grow your investments and increase your retirement funds because it will provide:

  • A vehicle for your investment
  • Reduced tax on investment income and capital gains
  • Ongoing tax benefits from an allocated pension fund upon retirement
  • Reduced administration costs

So if you have considered setting up an SMSF, you need to make sure it complies with the current laws and meets the needs of your members’ circumstances.

Setting up an SMSF

An SMSF is essentially a trust. The first step is to establish the most appropriate trust entity to hold the fund’s assets and ensure that the trust meets compliance obligations and meets the needs of your fund.

Superannuation is complex and requires a detailed level of understanding to ensure the SMSF is compliant.

When you work with WinEx Accountants, you will have peace of mind knowing the Superannuation team specialises in all aspects of SMSF to ensure your investments create long-term wealth.

What’s more, the WinEx Superannuation team has an ASIC approved SMSF auditor. This means you will have confidence knowing your SMSF is fully compliant when it’s set up and stays compliant.

The WinEx Superannuation team can provide advice on the best SMSF to suit you and your long-term plans.

If you decide to start an SMSF, our professional team will ensure your SMSF is compliant and meets all the legal requirements. In addition, we can assist in administering the funds, to give you peace of mind.

Our SMSF Services

 Our SMSF services include:

  • Superannuation advice and planning
  • Investigation the suitability of an SMSF for your goals
  • Establishing a compliant fund
  • Checking existing SMSF for compliance
  • Ongoing compliance documentation
  • Fund administration and accounting
  • Assistance with ATO audits and reviews
  • Preparation and lodgement of statutory returns

We give our clients peace of mind by providing a professional, detailed and personal accounting service

When you work with us, you’ll experience our approach to accounting, taxation and wealth management… we listen to our clients to provide financial solutions to meet their needs.

Call us on (03) 9877 6099 or email us at Info@WinExAccountants.com.au to discuss your requirements.