SMSF Accounting & Taxation

Helping You Safeguard Your Future

If you have a Self-Managed Super Fund (SMSF), financial statements need to be prepared and lodged with the ATO each financial year. Additionally, your SMSF will need to be audited annually by an independent professional who is registered with the Australian Securities & Investments Commission (ASIC). This is where Rochdale Accounting & Advisory comes to the fore. We provide comprehensive SMSF accounting and taxation services, working with a panel of independent and approved auditors. Our services are available in Bundaberg and the Northern Rivers.

Understanding the breakdown of your SMSF tax obligations can be daunting. After all, lodging a statement incorrectly can result in costly, time-consuming corrections being needed. With the help of our SMSF taxation and accounting professionals, you can rest easy knowing all your obligations will be met.

Reach out to Rochdale Accounting & Advisory today. You can call our Bundaberg office on (07) 4152 5133 and our Northern Rivers office on (02) 6626 6200.

Overview of Services

Our accountants are ready and willing to help you with all facets of your SMSF. Here are just a few of the services we offer:

Preparation of annual financial statements–such as statements of financial position, statements of financial performance (operating statements), etc. We will also affix all relevant notes to your financial statements.
Preparation & lodgement of the SMSF annual return (income tax return). We’ll advise you regarding tax liability & refunds due.
Organising independent, approved auditors. If you prefer to appoint your own auditor, we are happy to work closely with them.

Plus, much more.

Of course, if you are considering setting up a new SMSF, we are happy to provide all the assistance you need. Contact us today to find out more.

Maintaining Close Communications

At Rochdale Accounting & Advisory, we will manage all communication and correspondence with the ATO on your behalf. Of course, we will also maintain close communications with you when SMSF tax time rolls around. Our team offers unlimited telephone and email support, so you can count on us to readily respond to any questions or concerns you may have.

At Rochdale Accounting & Advisory, we are passionate about helping you protect your financial future your way. If you need help managing your SMSF in Bundaberg or the Northern Rivers region, book a consultation with us today.

Frequently Asked Questions

Can I be a member of more than one SMSF?

In short, yes. This approach can make sense if you want a tax-free pension account for high income producing assets. It can also ease estate planning, reduce trustee disagreements (if there are multiple members) and minimise land tax on property investments. Of course, it should be noted that additional establishment and maintenance costs will be required if you are a member of more than one SMSF.

What are the advantages of a SMSF?

If you set up a SMSF, you’re in charge — you make the investment decisions for the fund. With a SMSF, you can invest in commercial and residential properties, term deposits, collectables, direct shares and more. You can enjoy greater control over your retirement savings and investments.

SMSF Accounting & Taxation

Helping You Safeguard Your Future

Overview of Services

Maintaining Close Communications

Frequently Asked Questions

Services

Trading Hours

Our Locations

Trading Hours