Self-Managed Superannuation (SMSF) Advice and Support

As you accumulate wealth and approach retirement, superannuation often becomes your largest asset and critical to meeting your retirement expectations. Individuals wanting control and flexibility in their investment and estate planning decisions make a Self Managed Superannuation Fund (SMSF) their fund of choice.

Rules and regulations are in place to ensure superannuation money is used for the sole purpose of providing for members in retirement. It is critical to engage with SMSF specialists that not only offer an SMSF administration service but have extensive knowledge and application of the prescribed rules and regulations for the ongoing compliance of your fund.

GDA is a boutique financial services firm that specialises in providing SMSF advice, accounting, and administration. Consequently, we have a dedicated team of accounting professionals and SMSF specialists to look after your fund. In addition, we utilise specialised software and leading technology to deliver you an efficient and cost-effective SMSF administration service.

Our self-managed superannuation service is backed by regular communication and access to your personal expert and experienced SMSF accountant. Most of all this gives you the peace of mind that your fund is compliant and you have access to support when you need it. Our client-centric service model is our point of difference in the market.

We will provide you as the trustee of your own superannuation with high-quality SMSF advice and service that is:

  • Proactive and timely
  • Tailored to you as we know the needs of all of our clients are different
  • Flexible to meet changing needs & regulations

Our service areas are categorised as follows:

Fund Administration & Support

We undertake all the administration work to ensure that your SMSF is compliant with relevant tax and superannuation laws. Most of all we aim to provide you with transparency, control, and peace of mind. In particular we will ensure that you have secure online access to view up-to-date investment and member balances (subject to conditions). Furthermore, you will have the ability to review contributions made and pensions drawn so that you can stay in control of your retirement savings.

Our self managed superannuation administration service includes:

  • Fund establishment & wind-up
  • Preparation of annual financial statements
  • Preparation and lodgement of annual return
  • Ongoing compliance documentation & procedures
  • Preparation of PAYG payment summaries (if applicable)
  • Preparation and lodgement of business & installment activity statements
  • Retirement pension calculations and a yearly review
  • Administration of benefit payments
  • Organise and facilitate annual audit

We provide SMSF Administration to clients Australia wide.

Personal Superannuation Fund Advice

Our experienced team of SMSF accountants has specialised training. As a result, we are able to provide you with sound SMSF advisory and give you access to highly tailored superannuation strategies.

Our self managed superannuation advice service includes:

  • Educating you on the application of the sole purpose test and the responsibilities of being a trustee
  • Superannuation contribution rules & tax strategies
  • Tax effect of salary sacrificing
  • Benefit payments & preservation rules to access your superannuation benefits
  • Advice on the application of limited recourse borrowing rules and regulations
  • Allowable unit trust structures
  • In-house asset rules and the application of business real property provisions
  • The application of related party rules to assets to fund your retirement
  • The interaction of your fund with other business or investment structures
  • Restrictions around acquiring assets from related parties
  • Death benefits and estate planning, including binding death benefit nominations
  • Dealing with the ATO on potential non-compliance issues and negotiating the best solution
  • Advice on the Superannuation Industry (Supervision) Act and the interaction with your fund’s trust deed

We provide SMSF Advice in Hobart and Melbourne face-to-face and for clients Australia wide.

We are here for you