Superannuation

Build your wealth for the future with our Self Managed Superannuation Funds (SMSF) services

Accountable Business Solutions Accountants are one of only a handful of SMSF Specialists in Victoria that hold a financial product licence (AFSL 458535). They understand SMSF better than most.

Done right, Self-Managed Superannuation Funds are an effective tool to build wealth while maintaining control of your investments and minimising taxation liabilities.
Accountable Business Solutions help Ballarat and Bendigo business owners maintain control of their Self-Managed Superannuation Funds by assisting with taxation compliance – as required by the Australian Tax Office.

We offer you a complete SMSF service. Our specialist team provides a range of personalised financial services which lead to the successful management of your Self-Managed Superannuation Fund.

Our range of services include:

SMSF setup and administration

  • Establishing your SMSF’s trust deed, member application forms and resolutions. Ensuring everything is setup correctly from the beginning and lodged with the ATO.

Ongoing Self-Managed Super Fund administration

  • Using Class Software, you will have access to your account at the touch of a button and know exactly what your balance is at any given time.
  • Download the Class App today
  • Preparation of your Annual Financial Statements and Income Tax Return; this includes outsourcing to an independent auditor.
  • Preparing all paperwork required to start and administer pensions with your SMSF.

Strategic and investment advice

  • Ongoing review of your needs, goals and objectives.
  • Advice with priority attention and unrestricted access to our professional staff.
  • Regular client communication and updates.
  • Continual assistance with all tax and strategic planning using our specialist tax agent service.

We understand that the reporting documents for your Self Managed Superannuation need to be more than just maintained for ATO compliance – they are vital documents that give you an independent overview of your investments, so you can track the health of your fund.

As well as Self-Managed Superannuation Funds, Accountable Business Solutions can also help you plan for the future with Estate Planning, Succession Planning and Business Consulting Ballarat and Bookkeeping services.

To make an appointment with a self-managed super fund specialist accountant today, email us or phone 03 5331 3118.