Self-Managed Superannuation Fund (SMSF)

Self-Managed Superannuation Fund (SMSF)

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Peak Accounting Group offers you the opportunity to fully understand your SMSF to give you a hands-off, manageable approach. We work with you to provide clarity and control about your financial future. 

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OUR SMSF SERVICES

SMSF Administration Services

Our team manages the ongoing administrative tasks of your SMSF, including record-keeping, financial statements, and ensuring compliance with the Australian Taxation Office (ATO) regulations.

Financial Planning Co-ordination

We co-ordinate with our financial planner to develop and implement a robust investment strategy tailored to your retirement goals, ensuring diversification and adherence to legal obligations.

Taxation Services

Our experts provide comprehensive tax services, including preparation and lodgement of SMSF annual returns, and advice on tax-effective strategies within your SMSF.

AUDIT COORDINATION

We facilitate the mandatory annual audit of your SMSF by coordinating with approved SMSF auditors, ensuring all compliance requirements are met.

OUR SMSF SERVICES

SMSF Administration Services

Our team manages the ongoing administrative tasks of your SMSF, including record-keeping, financial statements, and ensuring compliance with the Australian Taxation Office (ATO) regulations.

Financial Planning Co-ordination

We co-ordinate with our financial planner to develop and implement a robust investment strategy tailored to your retirement goals, ensuring diversification and adherence to legal obligations.

Taxation Services

Our experts provide comprehensive tax services, including preparation and lodgement of SMSF annual returns, and advice on tax-effective strategies within your SMSF.

AUDIT COORDINATION

We facilitate the mandatory annual audit of your SMSF by coordinating with approved SMSF auditors, ensuring all compliance requirements are met.

Get Professional SMSF Support TOday

At Peak Accounting Group, we simplify this process, providing you with the expertise and support needed to confidently manage your retirement savings.

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