Self Managed Superannuation Funds

Self Managed Superannuation Funds (SMSF) are a way of saving for your retirement, and allows you to have control over how your superannuation funds are invested. Symes Accountants can assist you in all areas of management of your superannuation fund and your road to retirement, along with keeping you informed and supported through any rule changes to help your balance grow.

For further information download our information pack here.

Accounting & Tax Services

We offer a full range of compliance services inclusive of annual income tax returns, financial statements, business activity statements, ASIC reporting and actuarial reporting.

Establishing a SMSF

Managing your super is a big responsibility, there are special rules about how it is managed and when you can access it. By setting up your own SMSF you gain control and flexibility of your personal investment choice. We can assist you with the set up of a new fund, and advice and monitoring of your SMSF and it's assets.

Taxation Planning

Not only are there special rules regarding the set up of your SMSF, there are also crucial taxation obligations which need to be met. We can assist you to navigate these requirements.

Transition to Retirement Income Stream Calculator (TRIS)

Retirement changes the rules and you need to make sure you know the impacts. A TRIS enables you to take advantage of reductions to payable income tax on your road to retirement through income streams from your superannuation funds. We can provide tailored tax calculations specific to your circumstances to facilitate your long-term planning.

Information Pack

For further information about the services we can offer please download our information pack here.