We are registered Self-Managed Superannuation Fund (SMSF) auditors, and providing independent SMSF audit services to SMSF users, and Accountants in a compliant, efficient and cost-effective way. We do not outsource your SMSF audit work to overseas; your audit is performed at our office in Baldivis.
We are a firm of accountants and not financial advisers. DIY Super Fund as per
corporations’ law is a financial product, we do not provide any financial product
Or recommend that a DIY Super Fund is suitable to you.
We are tax agents and DIY Specialist accountants and ASIC approved Self Managed Super Fund auditors, we are not licensed to provide any personal financial advice. We follow the best interests of our clients under ASIC’s Regulatory Guide 175.214 and taxation is only one of the matters that must be considered when making a decision to set up a Self-Managed Super Fund.
We may at times give some broad asset class advice and provide some general advice (without any remuneration) which is not intended to influence you in making a decision in relation to a particular financial product or an interest in a particular financial product. This advice should not be construed as particular financial product advice or personal advice, this advice may be given under exemptions contained in Corporate Regulation 7.1.33G.
We can provide advice relating to tax implications of investing in various Asset Classes, such as cash Vs shares Vs property Vs superannuation. Cash flow benefits of a various types of pensions, but we cannot advice that you dispose an existing super account to start any such income stream. We can advise on the tax benefits of using the various small business CGT concessions in so far as they relate to making contributions to super and taxation consequences of participating in a share buyback with a high franked dividend etc.
We may identify your generic insurance needs, for example, insuring your DIY Super Fund property or life of members or generic financial products or classes of financial product that will mitigate any risk.
On your instructions, we can assist you in ordering a Trust Deed and apply for registration of your DIY Super Fund with the ATO or help you, once you have decided to transfer, any transfer any asset, rollover to your DIY Super Fund simply as an administrative task.
If we refer you to any financial planner or advisor and that planner pays us a share of for any financial advice given or commission received for investment in any financial product, we will advise you in writing before we refer you of our arrangement with he financial advisor.