Self Managed Super Fund Services (SMSF)

At Acro, we offer full range of SMSF services. Self Managed Super Funds (SMSF) provides a way of saving for your retirement. SMSF are operated and run by members for their own benefits, unlike the public regulated superannuation fund who manage your super contributions.

Our professional experience and expertise combined with our advanced technology and systems enables us to provide a highly efficient and reliable service. Our SMSF experts take pride and care in providing excellent services by attending to all aspects of your SMSF matters for all different types of needs and outcomes.

We offer our clients a full range of Self Managed Super Fund (SMSF) services including:

Establishments of a New Self Managed Super Fund (SMSF)

Registration for an Australian Business Number (ABN), Tax File Number (TFN) and Goods and Services Tax (GST)

Setting up a company to act as corporate trustee (where applicable)

Coordination of nomination of beneficiaries

Assistance with rollovers from other superannuation funds

Compliance administration required by the Australian Taxation Office (ATO)

Accounting administration

Preparation of Annual financial statements

Preparation of Annual member statements

Preparation of Annual member statements

Preparation of Tax and regulatory returns

Providing trustee minutes

Flexible approach depending on accumulation or pension phase

Facilitate lump sum payments

Help monitor minimum and maximum pension thresholds

We organise the appointment and completion of an independent audit for each SMSF as required by the ATO

We appoint SMSF Registered Auditors

We embrace and maintain the professional standards, competency requirements and quality control expected of members of the CPA Australia.

To know more about Self Managed Super Fund (SMSF), please visit our sister practice website here.

CONTACT US

Postal Office Park Unit 5A, 2994 Logan Rd

Cnr Lexington Rd, Underwood QLD 4119

P.O. Box 1147, Springwood QLD 4127

Mon-Fri, 8am-5pm

Sat, 8am-12pm

DISCLAIMERS

Legal Advice Disclaimer

The information on this website is of a general nature only and has been prepared without taking into account your particular objectives, financial situation or needs.


Before selecting any product or service or acting on any advice, you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.


If any information in this publication relates to a particular product or service, you should obtain any relevant disclosure statement for that product or service before making a decision about whether to acquire the product or service.

Liability limited by a scheme approved under Professional Standards Legislations.

Corporate Authorisation Representative

Mohammed Saheed (308525) and Acro Financial Services Pty Ltd t/a Acro Wealth Management (1246594) are Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735, AFSL No. 229892, ACL No. 229892, Level 23, 25 Bligh Street, SYDNEY NSW 2000.

© 2021 Acro Accounting & Financial Planning