SMSF Establishment
The Walsh Accountants Self-Managed Super Fund Division plays a pivotal role in supporting SMSF trustees in SMSF establishment.
Unlock your retirement dreams with the power of choice.
Imagine shaping your financial future exactly how you envision it. A Self-Managed Superannuation Fund (SMSF) could be your key. Unlike traditional super funds, an SMSF empowers you to call the shots and invest in shares, direct property or even art and rare coins – the possibilities are vast. Tailor your portfolio to match your personal goals, all with the guidance of the expert SMSF team at Walsh Accountants.
Establishing an SMSF in Australia is a strategic financial decision that demands meticulous planning and compliance with intricate regulations. Partnering with the experienced team at Walsh Accountants can be instrumental in navigating this process seamlessly.
We understand the nuances of SMSFs and are committed to ensuring the establishment of your Self-Managed Super Fund is a seamless process tailored to your financial objectives.
The SMSF Setup Process
Initial Consultation
The journey to setting up an SMSF begins with an in-depth consultation with our experienced accountants. It is important to determine that an SMSF is the right vehicle for you and your circumstances. When dealing with factors such as your investment knowledge, time availability for fund management, and the desired level of control over your retirement savings our team can can assist in identifying these key points for you.
Establishing a Trust
We will work with you to determine the correct SMSF structure for your circumstances, prepare the trust deed (a foundational legal document for your SMSF), facilitate the appointment of trustees and obtain a trust identification number.
ATO Registration
At Walsh Accountants we handle the paperwork for obtaining your SMSF’s Australian Business Number (ABN) and Tax File Number (TFN). Our accountants ensure compliance with ATO regulations, setting a solid foundation for your fund.
Compliance and Documentation
SMSFs are subject to stringent regulatory requirements. Our accountants assist in ensuring ongoing compliance by maintaining accurate records, preparing annual financial statements, and submitting necessary reports to regulatory bodies. This meticulous approach helps avoid penalties and keeps your fund in good standing.
Ongoing Support
At Walsh Accountants, our commitment extends beyond the initial setup. We provide ongoing support and guidance as regulations evolve, helping you adapt your SMSF strategy to changing market conditions and legislative landscapes.
Walsh Accountants: Your trusted SMSF partner.
Establishing an SMSF can be complex, but you don’t have to go it alone. Our dedicated SMSF division provides comprehensive support throughout the setup process and ongoing tax and compliance services once the SMSF is established.
Are you ready to take charge of your retirement?
Our team of dedicated accountants at Walsh Accountants is equipped with the knowledge and experience to guide you through every step of the process, ensuring your SMSF is established with a solid foundation for long-term success. Partner with us for a secure and strategic approach to managing your retirement savings.
Jared Alford Accountant - SMSF Specialist
Jared Alford is an SMSF specialist, working with clients that are exploring the world of self-managed super funds.
Jared provides technical and administrative support along with strategy implementation.
Areas of Expertise
- SMSF
- Estate Planning and Administration
Areas of Service
- Planning
- Business Advice
- Accounting and Taxation
Qualifications
- CPA Australia
- Bachelor of Business (Accounting and Finance), Griffith Business School
