We make the complex uncomplicated
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
Principal Consultant
Senior Accountant
Accountant
Accountant
Our Awards
News from this team
Low interest rates, government instability, flat bank stocks and threatened changes to franking credits have led to SMSF’s starting to look at chasing the higher returns of crypto-currency. So, is cryptocurrency a bubble waiting to burst or is it the future? Is Crypto a currency? The ATO has released several papers on crypto-currency and has […]
The ongoing devastating bushfires that has ravaged south eastern Australia will leave an everlasting scar on the Australian landscape. Below is a brief summary of initiatives that could help address some of the tax issues that the fires have caused. Australian Bushfires – Kangaroo hopping in front of flames in NSW. Photo credit: news.com.au Tax […]
A quick google of ‘Productivity’ will lead you to an overwhelming avalanche of tips, tricks, hacks, and methods. But what really works? What methods are tried and tested? What small details, the 1 percenters that you could implement to improve your day to save out some extra time? To answer this I have looked to […]
There are two main reasons why you should have a special purpose corporate trustee for your self-managed superannuation fund. Number 1: The 3 Ds – Death, Divorce and Dementia The future is uncertain but one thing that is certain is the avoidable impact of death, divorce and dementia or loss of capacity on a SMSF. […]
Protection from Superannuation Guarantee Charge for high income earners with multiple employees The government has introduced legislation which will prevent high income taxpayers with multiple employers from overpaying their superannuation contributions which results in an Excess Contributions Charge each year. This will be especially welcome for medical practitioners who often fall victim of this system. […]
Business Purchase Specialists, News, Business Sales Specialists, Business & Entrepreneurial Support, Walsh Health, Estate Administration, Focus Advisory, Complex Individuals, Walsh Property, SMSF Division, Hospitality and Tourism
We are very proud to announce that Walsh Accountants have been named on the Australian Financial Review Top 100 Accounting Firms for 2019 The second year since making our debut in 2018. Thanks to the Team at Walsh Accountants To say we are proud to be included on the Australian Financial Review Top 100 Accounting […]
Estate Administration, Uncategorized, Focus Advisory, Complex Individuals, Walsh Property, SMSF Division, Hospitality and Tourism, Business Purchase Specialists, Category 1, Business Sales Specialists, Business & Entrepreneurial Support, News, Walsh Health
The Gold Coast Women in Business awards was held on Friday 18th October at the Gold Coast Convention and Exhibition Centre A powerful platform for Women in Business The Awards is a very powerful platform that celebrates the achievements of women and female leaders across the Gold Coast region. Being an award category sponsor for the past four years, […]
What are your options with purchasing a property with your SMSF? With the legislative restrictions and lack of competitive lenders, a limited recourse borrowing arrangement (LRBA) may not be the answer to all SMSF client prayers when looking to purchase larger assets in their SMSF. If you’re an SMSF Trustee, this may leave you wondering […]
The most common way of building your superannuation is through employer mandated contributions or superannuation guarantee charge (SGC). Therefore it is not uncommon for couples to have large disparity in their superannuation balances where one partner has continuously worked and the other has taken time from the workforce to care for children; or has worked […]
Do you have an Insurance Policy in your Superannuation Fund? Approximately 50% of Australians have multiple superannuation funds and therefore have duplicate insurances policies, informally know as zombie insurances. These double ups add up to an over payment of $1.9 billion! New legislation passed to protect your Superannuation The government has passed new legislation to […]
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 […]
Have a question?
Reach out, we’re here to assist
