Ready to take control of your retirement?
Self-Managed Superannuation (SMSF) Accountants Gold Coast
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.
Take control of your financial future and achieve your retirement goals with the expert guidance of Walsh Accountants SMSF Division.
Take the First Step Towards a Secure Retirement
Ready to gain control over your financial future with a Self-Managed Super Fund? Schedule a consultation with our SMSF experts on the Gold Coast today and discover how we can help you achieve your retirement goals. Your peace of mind awaits at Walsh Accountants.
Schedule a consultation today and unlock peace of mind knowing your super is in safe hands on 07 5592 3644
Walsh SMSF Accountants Gold Coast
Local
Founded in 1976, Walsh Accountants boasts an impressive legacy. Our unwavering commitment to the community and our clients has been the driving force behind our continued success. With a deep understanding of the unique financial needs that retirement entails, we take immense pride in offering specialised support through Self-Managed Superannuation Fund (SMSF) assistance, helping individuals enjoy a secure and prosperous retirement.
Team Players
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. Call our SMSF team today on 07 5592 3644
Flexible
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.
Specialist Team
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. Self-Managed Superannuation Funds (SMSF) Tax and Compliance
Estate Experience
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
Control
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).
Tax Efficient
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%).
Investment Flexibility
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.
Business Premises
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.
Super Borrowing
Your SMSF can borrowing to purchase larger assets (business premises) utilizing previously locked away capital – potentially getting your business into its new premises sooner.
Asset Protection
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
We're here to support you - Let's get started!
Getting started is easy – We offer a complimentary initial meeting (in person or virtually). In this meeting we will discuss all options that are available to you and explore how the Walsh SMSF accounting team could provide you with the best service and all the support you need.
Contact one of our SMSF accounting specialists today.
Frequently Asked Questions Answered
What is a Self-Managed Super Fund?
A Self-Managed Superannuation Fund (SMSF) is a type of private superannuation fund that enables individuals to manage their own retirement savings.
Unlike traditional superannuation funds, SMSFs provide members with greater control and flexibility over investment decisions, allowing them to choose and manage a diverse range of assets, including shares, direct property, and fixed-income securities.
SMSFs are regulated by the Australian Taxation Office (ATO) and are subject to strict compliance and reporting requirements. Members of SMSFs act as trustees, taking on the responsibility of investment strategy, compliance, and administration.
While SMSFs offer increased autonomy, they also come with additional responsibilities and must adhere to the regulations outlined by the ATO to ensure the fund operates within the prescribed legal framework.
How does a Self-Managed Superannuation Fund differ from a traditional superannuation fund?
A Self-Managed Superannuation Fund (SMSF) differs from a traditional superannuation fund in its level of control and autonomy.
In a SMSF, members act as trustees, directly influencing investment decisions and tailoring the fund’s portfolio to individual preferences. SMSFs are designed for smaller groups, offering greater flexibility in investment options, including shares and property.
However, this control comes with added responsibilities and costs, such as compliance with regulations and potential administrative expenses.
Traditional superannuation funds, on the other hand, are typically larger, with professional managers making investment decisions for a diverse membership base.
They often feature lower fees due to economies of scale but offer less individual control over specific investments.
The choice between an SMSF and a traditional fund depends on factors like investment preferences, size, and the willingness to manage regulatory obligations.
Professional advice is crucial for making an informed decision.
What SMSF services do you offer?
At Walsh Accountants, we offer a comprehensive suite of SMSF (Self-Managed Superannuation Fund) services. From seamless setup and annual tax and compliance reporting to strategic guidance on investments and efficient pension management, we ensure that your SMSF meets regulatory standards.
Our team also facilitates audit coordination, provides estate planning assistance, and offers educational resources to empower our clients.
Walsh Accountants offer personalised solutions to optimise your SMSF and achieve your retirement goals.
Team members
Accountant - SMSF