SMSF Accountants

Whether you are moving to the Coast and want a local relationship, or your accountant has let you down or doesn’t specialise in SMSF, Wardle Partners are here to provide you with peace of mind.  We’ve done lots of takeovers. The transition over to us is free of charge and a very seamless process.  We’ll even review your SMSF documentation and current set up for you.

If you have decided that a self-managed super fund is the right choice for you, our SMSF specialist will guide you through the establishment process and documentation of your investment goals. It’s essential to set up your SMSF properly so that it’s eligible for tax concessions and easier to manage once up and running.

Wardle Partners experienced and highly trained accountants will prepare first-class annual financial statements which will detail all the income, expenses, profit, asset sales & purchases and the value of investments.

As part of the annual Financial Statement preparation process, Wardle Partners will prepare a Member Statement for each member of the SMSF as this is a legal requirement. The Member Statements will summarise all contributions, contribution types, tax components, rollovers, preservation components and withdrawals made from the SMSF.

SMSFs are legally required to undergo an independent ATO-approved audit each year.  You can depend on the team at Wardle Partners to prepare accurate, compliant financial statements.  We’ll liaise with the auditor on your behalf so you won’t need to do a thing.

It is a legal requirement to have an Investment Strategy in place when you establish an SMSF – but it’s not a set-and-forget document. Your investment strategy will need to be regularly reviewed over the life of the fund to make sure it meets your objectives.   We can help you document your Investment Strategy and if you don’t have a strategy, we recommend obtaining advice from our associate partners, Compass Financial Solutions.

Here at Wardle Partners, we can handle small to very complex SMSF structures. Our dedicated team of senior accountants have been helping clients for many years and love dealing with the challenges that larger SMSF can sometimes present.

Estate Planning is much more than simply having an up-to-date Will – superannuation is an important component (sometimes the biggest) and we work closely with your lawyer to make sure your SMSF assets are well planned for and in a tax-effective manner.

There are numerous tax planning opportunities associated with SMSF’s, such as making concessional contributions and your business renting a commercial property from your SMSF.  *It is important to get personalised advice from a qualified advisor, tailored to your specific circumstances.

Taking a Lump-Sum withdrawal is an option if you have reached your preservation age or met a condition of release. We can manage all the paperwork requirements and administrative processes involved in your withdrawal.

Death benefits need to be paid out in accordance with the wishes of the deceased, which are generally documented in the form of Beneficiary Nominations or Binding Death Benefit Nominations.

It is common for an SMSF that owns a commercial property to be registered for GST.  Our team can prepare and lodge Business Activity Statements with the ATO. We will ensure that you meet the regulatory obligations and the required deadlines.

Wardle Partner’s SMSF accountants provide you with accurate records and tracking of each individual’s balance for their transfer balance cap and total superannuation balance. In addition to the SMSF annual return (SAR), a transfer balance account report (TBAR) is required each year by the ATO and we ensure this is done seamlessly for you.