SMSF Accounting Services & Consultants in Doreen and Montmorency

Are you searching for expert advice and support for your self-managed superfund (SMSF)? Look no further than our team of experienced SMSF consultants, auditors and accountants at C & H Accounting Group in Doreen and Montmorency.

Managing Self-Managed Super Funds is one of our specialities, and we pride ourselves on this service. Why? Because it allows clients like you, who are working hard in their careers, to take control and secure their futures.

Our in-house team of accredited Australian SMSF accountants provide structured retirement advice on the topics that mean the most, from tax and strategic guidance to financial planning and compliance overviews. Have peace of mind knowing that your biggest asset is protected and secure by leaving it to our team of experts to manage.

Discover more about how our team at C & H Accounting Group can assist in managing and growing your SMSF.

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SMSF Accounting Services

At C & H Accounting Group, we offer a range of services to help you manage the financial aspects of your SMSF and ensure it is compliant with all relevant laws and regulations. Our services include: 

Bookkeeping

As the trustee of your SMSF, it is your responsibility to keep accurate financial records and maintain compliance. Our team can help with all aspects of SMSF bookkeeping, including:
  • Recording all transactions and investments
  • Preparing and lodging annual returns
  • Maintaining compliance with the SMSF regulatory framework
  • Providing regular updates on the financial performance of your SMSF 

Financial Statements

As part of the SMSF regulatory framework, you are required to prepare financial statements for your SMSF each year. Our team can assist with the preparation of these statements, ensuring they are accurate and comply with all relevant laws and regulations.

Taxation

SMSFs are subject to various tax obligations, including income tax, capital gains tax, and GST. Our team can help you understand your tax obligations and ensure your SMSF complies with all relevant laws and regulations. This includes:
  • Preparing and lodging tax returns
  • Advising on tax-effective strategies
  • Dealing with the ATO on your behalf
  • Providing support in the event of an ATO audit

SMSF Admin

We take care of the day to day admin that comes with having an SMSF. This service includes SMSF administrations, trustee services, reporting and tax compliance services, setting up SMSF’s and SMSF software implementation.

SMSF Auditors

Did you know that there are annual financial and SIS audits that must be completed with an SMSF? Our specialist team can help you manage and navigate through complex compliance issues that may arise when operating a SMSF.

SMSF Advisors

Deciding on an SMSF means more than just making regular contributions to your super. That’s why we can offer technical advice and practical strategies as part of our service. We can help answer all your questions regarding property purchases and LRBA structures, as well as the finer details around your super like when you can access it. Now is the time to implement a plan for your retirement years, to ensure you and your family can continue living the stress-free life you deserve.

By working with our team, we can develop a strategy that maximises potential benefits, including:

  • Selecting the right investment options
  • Developing a contribution plan
  • Structuring your investments for tax efficiency
  • Implementing transition-to-retirement strategies

Why Trust C & H Accounting Group as Your Self-Managed Super Funds Accountants

For almost three decades, our experienced team at C & H Accounting Group have been proudly servicing our clients throughout Doreen, Montmorency and surrounding suburbs. We have a collection of experienced and knowledgeable Self-Managed Super Fund accounts, auditors, and advisors ready to develop tailored solutions that best suit your requirements and financial goals.

In working with our team, you will receive access to:

  • Extensive experience in the industry: Our team has many years of experience working with SMSFs and a thorough understanding of the relevant laws and regulations. You can have the peace of mind that all your investments and ongoing operations are in accordance with national laws, without spending hours performing these actions yourself.
  • Comprehensive advisory and accounting services: We offer a range of services to meet all your SMSF needs, from administration and strategy development to auditing and accounting services. Running a Self-Managed Super Fund includes many different moving parts, so having a team of experts on your side can be invaluable to support you through the process.
  • Personalised approach: There is no one-size-fits-all approach to managing an SMSF. Our consultants and advisors take the time to understand your individual circumstances and develop tailored solutions to meet your specific needs.
  • Competitive pricing: When looking to maximise your financial performance, it is crucial to minimise the costs associated with running a Self-Managed Super Fund. At C & H Accounting Group, we offer competitive pricing for our SMSF consulting services, without compromising on quality.

Speak with Our SMSF Consultants & Advisors For More on Our Accounting Services

Our team of SMSF consultants, auditors and accountants are dedicated to helping you make the most out of your managed super fund and ensure that it is compliant with ATO regulations. We strive to offer transparent fees with no hidden costs and provide comprehensive reports so that you understand the current position of your SMSF.

If you would like to learn more about our SMSF accounting services in Doreen, Montmorency and beyond, or the other services offered by our consultants and advisors, including financial planning and bookkeeping, please contact us today. Our team would be happy to discuss your needs and provide you with a personalised quote.