SMSF Creation, Management & Audit
We are specialists in Self Managed Superannuation Funds. More clients are choosing to utilise these structures in their planning for the future to assist with cashflow, asset protection and wealth management.
It is critical that you receive expert advice when considering a superannuation fund, or being a beneficiary of a fund – from both your trusted Accountant/Advisor and a Financial Planner.
What can a Self Managed Superannuation Fund do?
- NComplete control and management of your retirement planning
- NAbility to control and create asset flexibility and protection
- NUtilised concessional tax rates of 15% down to as little as as 0% tax!
Core elements of our Services
- All Funds are managed in the BGL Simple Fund 360 software;
- Fund transactions are processed automatically using Bank Feeds, Managed Fund Feeds, Share Broker Feeds and other tools that enhance efficiency;
- We handle all accounting and tax requirements for trustees, covering a full range of strategies advised by licensed financial advisors, including pension commencements, cessations, operations and Transfer Balance Cap matters;
- Financial Statements, Member Statements and Regulatory Returns are prepared and thoroughly reviewed to ensure full compliance with superannuation laws and regulations;
- We collaborate closely with our Auditor to efficiently manage audit queries and facilitate the timely release of Audit Reports;
- Trustees are promptly informed of any potential breaches in superannuation laws and regulations, enabling early rectification; and
- Trustees receive regular updates on all taxation and regulatory matters related to their fund, ensuring there are no unexpected issues.
Personal Financial Advice / Financial Product Advice
CGA Accounting Pty Ltd acknowledges, understand and complies with the laws relating to the provision of Personal Financial Advice and Financial Product Advice regulated by the Australian Securities and Investments Commission (ASIC).
Neither CGA Accounting Pty Ltd nor any of its advisors are licensed to provide this type of specific advice and so do not provide it to its clients.
Our advisors are entitled to and do rely upon the exemptions afforded to accountants as outlined in the ASIC information sheet – INFO 26. This information sheet and the regulations behind it enables our advisors to provide taxation and factual advice in relation to he superannuation and superannuation structures together with execution only services where no advice is provided.
Clients achieve the best personalised outcomes when our advisors collaborate with licensed financial planners. Together, they create strategic solutions that consider all financial and tax related matters, which is how we prefer to operate in this area.
Book Your 15min Free Consultation
Discover how you can achieve your financial goals, protect your assets, and effectively
manage your Self-Managed Super Fund (SMSF) for a secure future
Our Commitment
We are committed to being financial strategists who make a genuine difference through inspiration, collaboration and empowerment.