Self Managed Super Funds (SMSF)

Culburra Beach Accounting & Tax is qualified and experienced to provide you with a full range of SMSF services. We will help you establish a new self managed super fund, meet annual compliance obligations including financial reports, taxation returns and liaising with independent auditor on your behalf.

Self managed super funds (SMSFs) give you more control over your super and retirement planning, but there are complicated rules and regulations that govern them. Working with experienced and qualified accountants like Culburra Beach Accounting & Tax will ensure your SMSF meets obligations and remains compliant.

The Culburra Beach Accounting & Tax team is qualified and experienced to provide you with a full range of SMSF services to get you set up and managing your SMSF. We will help you establish a new self managed super fund, meet annual compliance obligations and use the latest online tools to monitor and manage your investments.

SMSF advice to save you time & money

With expert set up and support, we'll take the time and hassle out of managing your SMSF; allowing you to sleep better at night.

We are here to help

Culburra Beach Accounting & Tax provides administration, compliance, accounting and taxation services for Self-Managed Superannuation Funds (SMSF).

SMSFs are a popular choice for people wanting to control how their retirement savings are invested. However, the rules and regulations governing SMSFs continues to grow in complexity and if you get things wrong the Australian Tax Office can impose severe penalties.

At Culburra Beach Accounting & Tax strongly believe in educating our clients to ensure that they understand the implications of having their own SMSF. We act as your personal resource center to help you run your SMSF properly.

Our SMSF appointments includes

The fee includes preparation of financial statements, tax return and independent audit. GST inclusive

  • SMSF Set Ups or Establishments
  • Set up the right structure to facilitate borrowing for a property purchase
  • LRBA's
  • Contributions
  • Insurance
  • GST Registration of SMSF
  • Technical Support
  • Early access to super
  • Rates, Caps & Thresholds
  • Maintain registers
  • SMSF Trust Deed Upgrades
  • Education & assistance
  • Administration & compliance
  • Pensions
  • Independent Audit
  • SMSF Wind Ups
  • pension commencement and consolidation
  • lump sum withdrawals
  • preparation of annual financial statements and tax returns
  • facilitate independent audits
  • contribution strategies
  • technical and compliance advice

With Culburra Beach Accounting & Tax you can expect your SMSF to be:

  • A fully personalised service
  • SMSF documentation that incorporates the latest legislative changes
  • Real time reporting of valuations, transactions and member balances
  • Monitoring of contributions to ensure you stay within the relevant caps
  • Tracking of pension drawdowns so you meet your minimum amount
  • A thorough and fast independent audit

Why use Culburra Beach Accounting & Tax for your self managed super fund?

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A one stop shop

From establishment to wind up, Culburra Beach Accounting & Tax can prepare, assist and explain all aspects of having an SMSF.

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Reasonable Pricing

Upfront, reasonable and no surprises. 

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Unbiased & Independent

No conflict of interests. We leave all the investment decisions up to you.

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Up to Date Information

Culburra Beach Accounting & Tax keeps up to date on reporting to you on all the important information specific to your fund. For more tips go to our following links:

SMSF Basics

What is a Self Managed Super Fund

Guide to setting up a SMSF

Why is it important to upgrade your SMSF trust deed

A guide to buying property through a SMSF

Do I need to register my SMSF for GST?

Using a limited recourse borrowing arrangement to purchase a property in an SMSF

ATO Self Managed Super Funds extra information