Self-Managed Super Fund (SMSF) Services

At PE Accounting Solutions, we specialize in providing comprehensive support for Self-Managed Super Fund (SMSF) clients. Whether you’re new to managing your SMSF or looking for expert assistance to optimize your fund’s performance, we are here to help you navigate every step of the process.

Our SMSF Services Include:

SMSF Setup and Registration

Guidance on fund establishment and compliance with ATO regulations.
Assistance with trust deed creation and ABN registration.

Ongoing Compliance and Reporting

Preparation and lodgment of financial statements and tax returns.
Management of annual audits to ensure compliance with superannuation laws.

Investment Strategy Advice

Development of tailored investment strategies to meet your retirement goals.
Periodic reviews to align your fund’s performance with market conditions.

Pension Setup and Administration

Assistance with transition-to-retirement or account-based pension setups.
Management of minimum pension withdrawals and compliance reporting.

SMSF Wind-Up Services

Guidance and support for fund closure and compliance requirements.

Partner with PE Accounting Solutions and take control of your financial future with confidence. Contact us today to learn more about how we can help you manage your SMSF efficiently and effectively.

Why Choose PE Accounting Solutions?

Expertise You Can Trust: Our team of experienced professionals is well-versed in the latest SMSF regulations and tax laws.
Tailored Solutions: We understand that every client is unique, and we offer personalized strategies to maximize your retirement benefits.
Streamlined Processes: With our efficient systems, we simplify the complexities of SMSF management so you can focus on your goals.

How Do We Work?

At PE Accounting Solutions, we work closely with you to simplify the complexities of managing your Self-Managed Super Fund (SMSF). Our approach begins with understanding your unique financial goals and tailoring solutions to meet your retirement objectives. We handle everything from setup and compliance to reporting, investment strategy support, and ongoing administration. Using cutting-edge technology and proactive advice, we ensure your SMSF operates efficiently and in line with ever-evolving regulations, giving you peace of mind and more time to focus on your priorities.

What’s Your Benefit?

By partnering with PE Accounting Solutions, you gain access to a team of experts dedicated to optimizing your SMSF’s performance while minimizing risks and administrative burdens. We help you maximize your retirement savings with personalized investment strategies and ensure your fund complies with tax and legal requirements, avoiding costly penalties. With our transparent, client-focused approach, you achieve greater control over your wealth and a secure financial future.