Services

SMSF Compliance

 

SMSF Boutique will ensure your fund remains compliant year in and year out.  The following will be perfomered on a yearly basis:

 

• Preparation of Financial Statements

• Preparation of Member Statements

• Preparation and lodgement of Income Tax Return

• Preparation of Minutes as required

• Review of and assistance with completing a fund investment strategy

• Review of your fund and structural advice

• Review of estate planning and advice
   

 

SMSF Set Ups

 

SMSF Boutique can offer full assitance with the set up of your fund.  Generally a corporate trustee structure will be recomended.  The following documents will be sourced and provided:

 

• Fund Trust Deed

• Member Applications

• Company Constitution (corporate trustee structure)

• Appliable minutes and declarations as required

 

SMSF Audit

 

Given SMSF Boutique is a sole practioner firm it is not allowed to audit its own clients funds.  Accordingly, SMSF Boutique has a realationship with a quality indepenant third party ASIC qualified audit.  SMSF Boutique cooridnates the audit to ensure the yearly compliance process is seamless for clients and trustees.

 

Taxation

 

Tax Return preparation and taxation advice for all structures forms part of SMSF Boutiques core day to day offerings
Business Accounting

SMSF Borrowing

 

SMSF Boutique can hold your hand and guide you through the sometimes complex world of borrowing to acquire property in your SMSF.  SMSF Boutique specilises in:

 

• Set up of borrowing structures

• Advice on rules of borrowing to acquire property

• Liase with your lender and solicitor to facilitate settlement

• Advice on running and maintaining the investments

SMSF Outsource

 

A complete outsource solution is avaliable to accountancy firms.  The personable experience is not lost as the same philosiphies of SMSF Boutique apply.

 

Wholesale rates apply.  Please visit the wholesale webiste: www.smsfexpress.com.au 
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Business Accounting

 

A full suite of structual accountancy is offered on all business structure types including companies, fixed trusts, discretionary trusts, partnershipd and individuals.