Managing an SMSF With the Right SMSF Accountants

 


Setting up and managing a self-managed super fund (SMSF) comes with a fair amount of responsibility. There are records to maintain, tax matters to deal with, compliance requirements to meet, and decisions to make about the fund. 

For many trustees, the accounting side becomes difficult to keep up with. It is easy to lose track of deadlines or spend too much time working through financial records when there is a business, job, or family to manage as well. 

Zimsen Partners provides SMSF accounting and advisory support for people at different stages of managing a self-managed super fund. 

Starting a new SMSF? An SMSF advisory service helps with the fund structure, trust deed, ATO registration, and trustee guidance. If the fund is already running, they handle annual financial statements, member statements, tax returns, audits, and compliance work. 

There is also advice for decisions that need closer attention. Their SMSF advisory services cover tax planning, contributions, pension planning, and purchasing property through an SMSF. They also assist with SMSF structuring and administration. 

And when the fund reaches the point where it needs to close, their team can help with the winding-up process. 

Zimsen Partners has more than 25 years of experience and works with clients in Melbourne and across Australia. Their SMSF services cover the different stages of running a fund, from initial setup through to ongoing management and eventual closure. 

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