Self-Managed Superannuation Funds (SMSFs)

Many business owners use an SMSF to accumulate their wealth for retirement.  Whether you currently have an SMSF or you are considering setting up an SMSF, we can provide you with appropriate advice to assist you with your retirement plans.

 

From 1 July 2016, all advisers (including accountants) are required to hold an Australian Financial Services Licence (AFSL) in order to provide advice in relation to SMSFs. TJN Accountants holds its own an AFSL licence (licence number 484022). Under its AFS Licence, TJN Accountants can provide you with a broad range of strategic advisory services for your SMSF.​

 

We can provide you with a Statement of Advice in relation to the following areas:

  • Establishing an SMSF - is it the right structure for your situation?
  • Consolidating your superannuation assets into an SMSF
  • Making superannuation contributions over the superannuation guarantee limit
  • Commencing a pension from your SMSF
  • Commencing a transition-to-retirement pension from your SMSF
  • Purchasing property through your SMSF
  • Purchasing shares through your SMSF
  • Borrowing in your SMSF
  • Preparing investment strategies for your SMSF
  • Estate planning and retirement planning

We also provide SMSF compliance services, including:

  • Setting up a superannuation fund (if advised by you after consideration of our Statement of Advice)
  • Preparation of the end of year financial statements and income tax returns
  • Engaging an independent, third party auditor to audit the end of year financial statements
  • Preparation of pension documentation (if advised by you after consideration of our Statement of Advice)
  • Trustee education