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Prepare For Your Future

SMSF Accounting

A Self-Managed Superannuation Fund (SMSF) is a way of saving for retirement, it is private unlike industry super funds and can be managed by yourself.  It is run for the member’s benefit.  A SMSF can allow for greater flexibility and control over savings and investments.

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Self Managed Super Fund
Accounting Services

A SMSF can be a very powerful retirement planning vehicle that brings with it many advantages however there are also some things to watch out for. 

If you have, or are thinking about setting up a SMSF its important to recognise that you need a quality team to support you.  This team can include not only Accountants but also Financial Planners, SMSF Auditors, Finance Brokers and Banks, and even sometimes a Legal team.  Accountants are only one part of this journey and need to work closely with Financial Planners. That is why at JSM we work with other external providers to achieve the results necessary to assist you in the effective management of your SMSF.

JSM Accounting Group can assist with the following services:

  • SMSF Establishment
    • Trust Deeds
    • Bare Trusts
  • SMSF Compliance
    • Preparation of Financial Statements
    • Preparation of Annual Tax Return and Regulatory Documentation
  • SMSF Administration
    • Maintaining Detailed Capital Gains Tax Records
    • Maintaining Detailed Membership Records
    • Preparation of Minutes and Associated Documentation
    • Pension Administration
  • SMSF Audit – Arranging External Auditors

When it comes to SMSF Advisory Services, we work with a great network of Financial Planners who are able to provide quality advice and services in relation to:

  • Investments
  • Compliance
  • Strategy

If you are thinking about setting up an SMSF or are wanting to change service providers, contact JSM Accounting Group.

Institute of public accountants
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