Concord Tax & Business Solutions
Self-Managed Super Fund (SMSF) Services

For most people, superannuation will likely be a valuable, or possibly the main, source of income when they retire. Concord Tax & Business Solutions offer SMSF setup services and comprehensive guidance in relation to administration for self-managed superannuation funds. We excel in the fields of compliance and administration by bringing together expertise in superannuation, accounting, and taxation. Our team will provide expert advice on the structure and ongoing running of your SMSF, so you can be sure that it is fully compliant.

Is a self-managed super right for you? Contact us today to learn more.

What is a Self-Managed Super Fund?

A Self-Managed Super Fund (SMSF) is a type of superannuation trust with the sole purpose of providing benefits to its members upon retirement. A major difference between an SMSF and other (industry/retail) superannuation funds is that the SMSF members also act as the trustees of the fund.

Advantages of SMSFs

Greater investment choice – direct and indirect investing
Greater control over investment strategies
Access to investment gearing opportunities not available in retail super funds
Cost effective over long term
Offers preferable tax arrangements
Allows you to look after your family

Why Choose Concord Tax & Business Solutions for your SMSF Accountant?

At Concord Tax & Business Solutions, we take the burden off you by handling any administration processes your SMSF requires. From contribution monitoring and report preparation through to fund compliance and statement preparation. With more and more Australians choosing SMSFs to help them meet their retirement aspirations, it is essential to get the right advice and consider your options relating to self-managed super fund management. Find out how we can help you achieve your retirement goals by talking to one of our SMSF accountants

SMSF Services at Concord Tax & Business Solutions

At Concord Tax & Business Solutions, we offer a range of services for small businesses and individuals wanting to get started with Self-Managed Super Funds.

Annual Financial Statements

Annual SMSF financial statements are a requirement for anyone who’s self-managing their super. It plays an essential part of the SMSF auditing process. Similarly, just like a retail or industry fund sends you regular reports on your total super balance as well as your returns, your SMSF is also required to keep you informed about how it is performing.

SMSF Establishment and Setup

Using our set-up service will ensure that your new SMSF is properly established, with all mandatory documentation, and registered with the Australian Taxation Office.

Tax Returns

Every Self-Managed Superannuation Fund (SMSF) requires its own tax return lodged at the ATO, annually. This is in addition to your annual individual tax return. Our tax return team makes sure your Self-Managed Super Fund is ATO-compliant, with our overall goal being to minimise your taxes, so you have more to retire on later.

You deserve an experienced SMSF specialist. You can rely on us for thorough and practical advice. We will look after all your SMSF’s accounting, taxation, and compliance needs.