About this team
Our Gold Coast based Walsh Accountants SMSF Division offer a suite of specialist SMSF Services based around tax and compliance, additional advice and support, and SMSF Establishment.
We provide compliance advice and work hard to meet the tax obligation to the ATO; adding value to our clients overall position by helping them to achieve their planned outcome.
Services
Tax and Compliance Services include:
Preparation of annual or periodical Financial Reports
Preparation and lodgement of Tax Return
Preparation and lodgement of Business Activity Statements (‘BAS’)
Liaise with your auditor and organise your audit report
Apply for actuary certificate on tax exemption
Apart from meeting compliance obligations, the additional advice and support services provided by our SMSF Specialists are:
Link and integrate with your Financial Advisor to help achieve all your financial goals
Provide tax advice for specific transactions
Calculation of annual pension requirement
Estate Planning including Binding Death Benefit Nominations (BDBN’s)
Borrowing Structures including Limited Recourse Borrowing Arrangements (LRBA’s)
Opportunities around the purchase of your Business Premises with your SMSF including funding options and contribution strategies
SMSF Establishment
Don’t have an SMSF and want to, purchase a premises, take control of your retirement and secure your financial future? No problem.
Under instruction, we can establish an SMSF for you giving you the right advice to help to structure your affairs to achieve your financial goals.
- Administration service in relation to the establishment of an SMSF and related entities
- All advice and support following establishment including assistance with:
- Applying for ABN, TFN, GST
- Setting up Bank Accountants
- BDBN’s
- Pension Calculations
Team members
Senior Accountant
Accountant
Accountant
Founder and Consultant
Associate Director and Tax Specialist
Senior Accountant
Accountant
Accountant
Accountant
Our Awards
News from this team
Business Purchase Specialists, News, Business & Entrepreneurial Support, Walsh Health, Estate Administration, Focus Advisory, Complex Individuals, Walsh Property, SMSF Division
As the dust settles and the Walsh Accountants Entrepreneur’s Cup wraps up for another year, our team are so proud that we managed to organise and host another very successful event. It was a day full of fun and laughter with family and friends all whilst networking with the amazing business people of the Gold […]
As a Self-Managed Superannuation Fund trustee, it’s difficult to know and understand all the rules around investing with your fund. The area of property investment can be very complex and many trustees are left wondering if they can renovate their property which is owned by their Super? Many self-managed superannuation fund (SMSF) trustees like and […]
Whether it is for diversification, investment preferences, or the fear of the next global stock market and housing meltdown, a common client question is “can my Self-Managed Superannuation Fund (SMSF) invest in gold? If so, what are the rules?” Why would you want to invest in Gold? Your SMSF is usually your largest wealth creation […]
A consistent theme this tax time is over-claiming and under reporting. With the Australian Taxation Office (ATO) getting more and more sophisticated in its approach to data matching, taxpayers can expect greater scrutiny where their claims are more than what is expected. Your SUPERANNUATION Not making your full superannuation contribution? Now you can catch up […]
Walsh Property, SMSF Division, Business Purchase Specialists, Business & Entrepreneurial Support, Walsh Health, Estate Administration, Focus Advisory, Complex Individuals
We are very honoured to announce that Walsh Accountants has won the 2018 Tax and Compliance firm of the Year for the SMSF & Accounting Awards. Shape We humbly accept this award and would like to take this opportunity to once again thank our clients for the nomination. We really appreciate your recognition of our work and […]
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