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SMSF Establishment

The Walsh Accountants SMSF Division plays a pivotal role in supporting SMSF trustees in SMSF establishment.

Establishing a Self-Managed Superannuation Fund (SMSF) in Australia is a strategic financial decision that demands meticulous planning and compliance with intricate regulations. Partnering with an experienced accountant can be instrumental in navigating this process seamlessly. 

At Walsh Accountants, we understand the nuances of SMSFs and are committed to ensuring the establishment of your SMSF is a seamless process tailored to your financial objectives.

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.

Contact us today to start your SMSF journey!

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 Walsh Accountants 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
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