Comprehensive Tax, Accounting and Compliance Services for Self-Managed Super Funds (SMSFs)
You invest – we’ll handle the rest
Superannuation is an important consideration for your retirement planning, and – depending on your circumstances and goals – a self-managed superannuation fund (SMSF) may add value to your retirement and overall financial position.
The compliance and auditing requirements required to maintain a SMSF have increasingly become more complex over the years, and SMSF trustees are required to ensure that their SMSF is compliance with both income tax legislation and the Superannuation Industry (Supervision) Act 1993.
Oceania Public Accountants are here to help our clients wade through the complex tides of superannuation compliance and administration to ensure your voyage to retirement is smooth and stress-free.
Self-Managed Superannuation Fund (SMSF) Solutions
SMSF Setup
Thorough planning will ensure your self-managed superannuation fund is setup to ensure that your retirement is secure, your SMSF management processes meets legislative requirements and that you are able to make the most out of your hard-earned investments.
Oceania Public Accountants will ensure that from the outset, you’ll have clarity and peace of mind in knowing your SMSF is set up correctly. Your SMSF accountant will work through the setup process with you, from trustee declarations through to the required tax registrations. We will ensure that your SMSF meets all regulatory requirements, empowering you with the autonomy to invest in a broad range of assets.
SMSF Trust Deed Establishment
Your SMSF trust deed outlines the rules of your SMSF and secures its operating structure. It’s vital to establish a SMSF trust deed that is robust, and able to weather a range of conditions. Your SMSF Accountant will work with our preferred panel of SMSF lawyers to tailor your SMSF trust deed to your specific retirement objectives, ensuring flexibility and control over your investments.
We’ll also ensure that your trust deed adheres to superannuation legislation, safeguarding you from the potential for future legal headwinds. Finally, we’ll make certain that your SMSF is future-proof. As your life changes, so may your superannuation needs. We’ll help you to create a SMSF trust deed that is able to accommodate future amendments, keeping your retirement plans as agile and flexible as the seas.
Self-Managed Super Fund (SMSF) Compliance
An SMSF isn’t just set and forget. As SMSFs require strict adherence to SIS regulations, you will require a SMSF accountant to prepare and lodge annual financial statements, tax returns, Transfer Balance Account Reports (TBAR), minutes and other additional compliance documentation on your behalf.
We will provide the following as part of our annual SMSF compliance services:
- Annual Financial Statements
- Annual Tax Return
- An Independent Audit, (provided by an Auditor)
- BAS/IAS/PAYG (if and where required)
SMSF Administration
We are also able to assist with the following SMSF administration services:
- Streamlining administrative tasks and managing ATO communications
- Maintaining meticulous records with real-time, intelligent SMSF cloud-based software
- Offering continuous oversight to keep you compliant and your investments on course.
About our SMSF Accountants
Thinus Robbetze
Director
Marthinus Heunis
Director
Clarabel Swanepoel
Accountant
What our clients have to say
“Probably the biggest difference between Oceania Public Accountants and any other accountant I have ever worked with is just how down-to-earth, patient and understanding they are. I can call Marthinus and ask him a question, and he’ll explain the answer to me like it’s the first time he’s answered the question, (every single time, even if it’s a question I have asked him twenty times before)…” read more
“Thinus and Jayd have made dealing with our tax and business finances so much easier and more manageable. Our previous accountant made everything feel complicated and charged us for every minute. In contrast, Thinus and Jayd get how I work and have made running the business much easier. They’re so tolerant with me not always being on time, understanding just how hectic things can get…” read more
We can also assist with the following services:
Oceania Public Accountants are here to help.
At Oceania Public Accountants, we believe in a collaborative approach. We work closely with you every step of the way, offering superior advice and seamless service to save you time and improve your financial standing. Let us help you take control of your finances and navigate the tax system with ease and confidence.
