Accounting for SMSF’s and Investors

SMSFs & Investors

SMSFs are a specialist area. We deliver a high standard of compliance work, explained in plain English to the SMSF trustees, in order to assist them to meet their ongoing commitments in this role.

SMSFs is an area where getting it right is particularly important because getting it wrong can have significant cost implications.

We also work with investors using other vehicles such as family trusts for investment in real property, shares, units, managed funds and business assets.

We help Australian SMSF’s & Investors with…

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Compliance

Meet your compliance requirements with peace of mind.

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Reporting

Financial statements and comprehensive reporting packs.

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Taxation

Income tax return preparation and advice.

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Data

Capture data / bookkeeping in great software, including specialised SMSF software.

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SMSF Members

Keep member balances and information tracked, analysed and reconciled.

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Pensions

Administration to commence or commute a pension or TRIS.

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SMSF Audit

Liaison with SMSF auditor on your behalf for a smooth process.

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Communication

Clear communication at each step.

Some of our Customers’ investment focus includes

Real Property

Shares & Units

Managed Funds

Business Assets

Testimonials

As first timers, My Accounting Partner has held our hand and walked us through the whole SMSF process. Tamryn was knowledgeable and patient in answering our questions and we are so glad to have partnered with My Accounting Partner.

Adam & Kylie Gray

I would like to extend my gratitude to My Accounting Partner. Having the stress of managing the books for my self-managed superfund Tamryn was ready for the challenge of catching up the last two financial years of accounts. Not only did Tamryn meet the deadline, she is by far one of the most professional accountants I have dealt with. Tamryn’s communication was not only clear and concise it was pivotal to meeting the very tight deadline.

I would have no hesitation with recommending My Accounting Partner business to our friends and business associates.

Tony Mazzarella, TTJT Superfund

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