Services Details
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Services Details
Explore What We Offer
Discover expert financial planning tailored to your needs. From budgeting to wealth management, we provide solutions for every stage of your journey. Explore our services and take control of your financial future today!
Discover expert financial planning tailored to your needs. From budgeting and investment strategies to retirement and tax planning, we’ve got you covered. Our personalized approach ensures your financial goals are within reach. We help you navigate market changes with confidence. Secure your future with smart wealth management solutions. Get expert advice on insurance, estate planning, and more. Explore our services and take control of your financial success today!
SMSF Set-Up and Registration
We manage the entire legal establishment, advising on the optimal Corporate Trustee structure for liability protection and succession planning. We coordinate the legal drafting of the Trust Deed and handle all ATO/ASIC registrations to ensure your fund is compliant from its first day.
SMSF Bookkeeping & Administration
We provide meticulous, ongoing financial administration. This includes daily transaction processing, maintaining all fund records, and preparing the annual Financial Statements (Balance Sheet and Operating Statement) to ensure investment performance is always tracked accurately.
Compliance, Tax & Reporting
This is the bedrock of compliance. We handle the preparation and timely lodgement of the mandatory SMSF Annual Return (SAR) with the ATO. We also manage data compilation for the required independent audit, ensuring all fund activities adhere strictly to the SIS Act and tax laws.
SMSF Property Strategy & Acquisition
We leverage our expertise to ensure all property acquisitions are compliant with the Sole Purpose Test and arm’s length rules. Our service facilitates the acquisition of investment property from unrelated third parties and manages the ongoing compliance of the asset post-purchase
Mortgage Planning (LRBA)
We specialize in structuring the legally required Limited Recourse Borrowing Arrangement (LRBA). We set up the necessary Bare Trust and documentation, facilitating the fund's ability to secure financing for investment properties while strictly isolating the loan risk from the fund's other assets
Contribution Strategy & Cap Monitoring
We proactively advise on optimizing member contributions (Concessional and N
on-Concessional) to strategically maximize retirement savings while avoiding costly excess contribution tax penalties. We integrate these limits into your overall wealth strategy.
General Advice Warning
The information contained on this website has been prepared for general information purposes only. It does not constitute, and should not be relied upon as, personal financial advice, taxation advice, legal advice, or investment advice.
Any advice provided is general in nature and has been prepared without taking into account your personal objectives, financial situation, or needs. Before making any financial, investment, taxation, or property-related decision, you should assess whether the information is appropriate to your circumstances and consider obtaining advice from a suitably qualified professional.
While reasonable care has been taken to ensure that the information on this website is accurate and up to date, no representations or warranties are made as to its accuracy, completeness, reliability, or suitability. To the maximum extent permitted by law, we disclaim all liability for any loss or damage arising from reliance on the information contained on this website.
Past performance is not a reliable indicator of future performance.
Contact
Ground Floor, Suite 2, 51-53 Cross Street Guildford NSW 2161, Guildford NSW 2161
0482 080 204
Seamless.Hassle Free. SMSF Property
Business hours:
Mon - Fri : 10AM - 6PM
Weekends: Appointment Basis
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