Our Services
SMSF solutions that work for you: that’s the promise behind every Self Managed Super Fund we manage. Running your own SMSF puts you in control of your retirement savings, but it also makes you personally responsible for meeting strict ATO obligations. Accure Tax helps trustees across Australia, including the Gold Coast and Brisbane, set up, manage and grow their SMSF with confidence, so you can build wealth for retirement without the compliance headaches.
How Accure Tax Supports SMSF Trustees
- SMSF establishment: trust deed, ABN/TFN registration, trustee structuring (individual or corporate) and rollovers, set up correctly and stress-free from day one.
- Annual compliance & ATO reporting: preparation and lodgement of your SMSF Annual Return (SAR), financial statements and other reporting obligations, on time every year.
- Independent audit coordination: liaison with an ASIC-registered approved SMSF auditor, arranged every year as required by law.
- Investment strategy & sole purpose test: documentation that keeps your fund’s investments compliant and aligned with ATO requirements.
- Contribution planning: guidance on concessional ($30,000) and non-concessional ($120,000) contribution caps to maximise tax efficiency and avoid excess contributions penalties.
- Pension phase management: support transitioning to pension phase, including minimum pension payments and Transfer Balance Cap (currently $2 million) compliance.
- Property & borrowing structures: advice for trustees looking to invest in property through their SMSF via a Limited Recourse Borrowing Arrangement (LRBA).