EXPERT SELF-MANAGED SUPERANNUATION FUND (SMSF) SERVICES IN DEVONPORT, TAS & ESSENDON, VIC

RETIREMENT PLANNING

PROFESSIONAL SELF-MANAGED SUPERANNUATION FUND MANAGEMENT & COMPLIANCE SUPPORT

Troy Atkins Accounting, Devonport, TAS and Essendon, VIC, offers comprehensive Self-Managed Superannuation Fund (SMSF) services designed to help you effectively manage your retirement savings. Managing an SMSF can be complex, and it’s crucial to ensure compliance with ATO regulations, including correct Super Guarantee payments. With over twenty years of experience, I provide expert guidance tailored to your fund’s unique needs, giving you peace of mind that your SMSF is managed efficiently and in full compliance.

PEACE OF MIND

COMPREHENSIVE SMSF ADMINISTRATION & REPORTING

Proper administration is key to a successful SMSF. I handle all the essential administrative tasks, including preparing income tax, GST, and BAS returns specific to your SMSF. I provide regular reporting and updates so you always have a clear understanding of your fund’s performance and financial position. Staying informed helps you make confident decisions about your retirement strategy while ensuring all regulatory requirements are met seamlessly.

SMSF SERVICES OFFERED:

  • ATO compliance, including income tax, GST & BAS returns
  • Advice on SMSF regulatory requirements and updates
  • Pension establishment and management
  • Administrative support tailored to your fund’s needs
  • Regular reporting on SMSF performance and financial position
  • Preparation and coordination for SMSF audits by registered superannuation auditors

STRESS-FREE

PREPARING YOUR SMSF FOR AUDIT WITH EXPERT SUPPORT

Each year, SMSFs must undergo an independent audit to ensure compliance with superannuation laws. I provide thorough preparation for your SMSF audit, including the compilation of all necessary documents and liaising directly with the registered superannuation auditor on your behalf. This hands-on support reduces stress and helps you avoid costly compliance issues, giving you confidence that your fund meets all legal requirements.

ADVICE TO MAXIMISE

TAILORED SMSF ADVICE TO MAXIMISE YOUR RETIREMENT BENEFITS

Every SMSF is unique, and I offer personalised advice to help you navigate regulatory changes and optimise your fund’s performance. Whether you’re establishing a pension, reviewing your investment strategy, or ensuring your fund remains compliant, my flexible and affordable SMSF services are designed to suit your specific needs. By working directly with me, you’ll receive professional, clear, and trustworthy advice to support your long-term retirement goals.

SELF-MANAGED SUPERANNUATION FUND FREQUENTLY ASKED QUESTIONS

  • What is a Self-Managed Superannuation Fund (SMSF)?

    An SMSF is a private super fund managed by its members, who are also the trustees responsible for complying with super laws and regulations.

  • How can you help with SMSF compliance?

    I ensure your SMSF meets all ATO requirements, including correct Super Guarantee payments, tax returns, and timely BAS lodgements.

  • What administrative tasks do you handle for SMSFs?

    I take care of day-to-day administration, record keeping, and pension establishment and provide regular financial reporting.

  • Why is SMSF audit preparation important?

    Preparing thoroughly for your SMSF audit helps avoid compliance breaches and potential penalties by ensuring all required documents are accurate and available.

  • Can you help set up a pension within my SMSF?

    Yes, I provide guidance and assistance with pension establishment and ongoing management to ensure compliance and maximise benefits.

  • Are your SMSF services available on a fixed-fee basis?

    Yes, I offer flexible pricing options, including fixed fees, to provide transparency and help you budget effectively.

Secure your self-managed superannuation fund’s future with professional support. 

Call 0407 306 979 or email troy@troyatkins.com.au today for a free consultation.