SMSF

SMSF Accountant

SMSF Accountant in Moss Vale

If you want full control over your super, ask our team today about setting up a self-managed super fund (SMSF). Here at Pietsch Partners, we can simplify the process by helping you set up and manage the account.

A SMSF means you privately manage your own super fund. This allows you to choose the investments and insurance, which is otherwise already chosen when you are with an industry or retail super fund. However, whilst you gain more control, you also have more responsibility in making sure your fund complies with relevant super and tax laws—and that’s where Pietsch Partners come in.

We work alongside you to keep your fund compliant and ensure you are fully aware of your trustee obligations. Our team can also take care of management accounting, financial reports, members statements and filing for income tax returns. If you are interested in SMSF setup, make sure to visit our team for professional guidance. We service clients throughout the Southern Highlands, across Australia and internationally from our offices in Forbes, Dubbo and Moss Vale.

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Benefits & Risks of SMSF

As mentioned earlier, a SMSF allows you to take control of your super, but it also offers other benefits such as:

A lowered tax rate
Ability to purchase an investment property using your super
Ability to invest in rare assets such as art, antiques or collectables
Ability to react quickly to market changes & shifting your investments
Sharing the same super fund with up to 4 members of your family

Whilst these benefits sound great, a SMSF is not ideal for everyone. It is only recommended for people who have a large super balance, understand investments and legal requirements, and have the time to manage the fund. When you have a SMSF, you also open yourself up to higher risks as you will be personally liable for any decisions, and you could potentially lose your insurance when you switch from an industry or retail fund.

If you are unsure whether a SMSF is suitable for you, the SMSF accountants at Pietsch Partners will be able to assist. We can assess your income, current super balance and ensure you are well aware of your obligations. Talk to our team today by calling us on (02) 4811 1581.

We Can Help You

Whether you are looking to set up a SMSF or if you need assistance managing it, Pietsch Partners is here to help. We can assist you with accounting and compliance requirements, making sure you satisfy your ATO obligations. You can have peace of mind knowing that we will always work in your best interests, helping you grow and protect your wealth.

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Make Informed Decisions

At the end of the day, here at Pietsch Partners, we will never direct you down a path you are not comfortable with. Whilst our professionals will provide you with advice and guidance, our role is simply helping you make an informed decision. If you want to learn more about SMSF, taxes or other accounting subjects, feel free to give our SMSF accountants a call to schedule a consultation.

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