Self-Managed Super Division
You look after what’s important, we’ll look after your SMSF
Ready to take control of your retirement?
Self-Managed Superannuation (SMSF)
Walsh Accountants SMSF Division was created to ensure we could provide our clients with expert advice at all phases of their wealth building journey; from business creation, growth and sale, right through to retirement and planning for the next generation.
Walsh SMSF are trusted advisor for all things self-managed superannuation – giving you peace of mind that your SMSF is taken care of by a team of independent expert SMSF specialists.
Established in 1976, Walsh Accountants has been serving the Gold Coast for over 45 years. Community is at the heart of everything we do so in support of our clients and our industry, we have made a firm wide commitment to never have any of our processing completed offshore.
We know creating your dream retirement takes a village. We have the connections with industry leading financial planners, bankers, lawyers, and insurance brokers to help you on your journey. Already have your own team? We play well with others and will seamlessly integrate into your wealth team.
Our experience has shown us that no two clients are the same! We understand that our clients have different needs – some require only administration and compliance services, whereas other need help with strategy and structuring. We are flexible and work with you to ensure your SMSF works for you and you have everything you need.
The rapidly changing superannuation environment and ever increasing ATO penalties requires SMSF Trustees get their administration right. Walsh Accountants specialist SMSF’s team keep on top of all legislative changes. You enjoy your retirement, we’ll handle the paperwork.
Working together with our in-house Estate Administration Division and our trusted estate legal partners, we can ensure a smooth generational transfer of wealth per your wishes without paying too much tax.
Why Self-Managed Superannuation?
Who we work with?
Why Work with Walsh SMSF
Benefits of Self-Managed Superannuation
A SMSF puts you in the driver’s seat to take control of your retirement future. You have full control over the running and investment decisions of your SMSF (however, this must be done in line with ATO SMSF regulatory guidelines).
Your complying SMSF’s income is taxed at a maximum of 15%. This is a considerably less than the company and individual marginal tax rates. Further in retirement an SMSF’s income can become tax exempt (0%).
Your SMSF can invest in a wide range of investments from direct property and ASX listed shares to gold bullion and cryptocurrency. You are no longer limited to standard ‘balanced,’ ‘growth’, high growth’ investment options.
Your SMSF can own commercial property that your business can lease at fair market rates. This provides a secure and tax efficient structure for a critical business asset.
Your SMSF can borrowing to purchase larger assets (business premises) utilizing previously locked away capital – potentially getting your business into its new premises sooner.
SMSF assets are generally protected from creditors in the event of a bankruptcy. Therefore structuring long term wealth assets within a SMSF can provide added assurance that they are adequately protected