What We Offer
Found yourself scratching your head over your Self-Managed Super Fund (SMSF) again and thinking, “How can this be as easy as baking a cake?”
Well, guess what? You’re not alone! At AHF Group, we’re here to ask: What if sorting out your SMSF was more like a friendly chat than a tricky puzzle?
SMSF Setup Made Easy
Investment Support
Compliance and Regulation
Accounting Simplified
Set Up Your Own Superfund
Through setting up your own fund, you can, purchase Properties, Invest in Shares and Managed Funds, freely invest in various income generating opportunities, save on Premium and Fees
AH Financial Group can help and guide you through setting up your Self-Managed Superfund. Steps of SMSF set-up:
- We’ll email you an application form and help you fill it out.
- We’ll prepare the SMSF establishment documentation for you.
- Prepare the SMSF Trust Deed.
- Provide you documentation to appoint Trustees.
- Establish Individual or Corporate Trustees.
- Provide Trust Declaration.
- Lodgement of an Election for your SMSF to become a regulated SMSF.
- Apply for a TFN number for your SMSF
- Apply for an ABN number for your SMSF.
- Sample Investment Strategy for you Superfund and modify if required
- Resolutions and minutes to acknowledge the establishment of your Superfund
- Application to establish a bank account for your Superfund.
- Help you to roll your existing Super into your SMSF.
- Roll your existing Super benefits to your SMSF Bank account
- Invest your Super in to profitable sectors.
- If you require Financial planning advice, we can direct you to a Financial Planner
Timeframe: To set up your SMSF, it will approximately take 4-9 weeks after establishing your Fund
SMSF Tax Return
Preparation of annual Profit and Loss account statement, Balance Sheet, Member statement, Income Tax Return,Trustee Resolution and Minutes and more
- We guide you to maintain the data on an annual basis.
- We collect all the documents required and review all data at the financial year end.
- We send checklists so you can know what documents are needed to do a Tax Return. Then, we help and educate you to Maximise your Tax Return so benefit through this process.
- We will have compliance documents prepared and help review and sign them.
- We will prepare the financials for you and educate you on the benefits you can receive from this process.
- Either you can get your own Auditor to audit the financials or we can find an independent Auditor to complete this procedure.
- We will forward all Tax Returns with the ATO before the due date.
- We will assist you in paying the Tax Liability. Or, if there is a Refund, we’ll help you to complete the Refund.
Secure Your Future with Expert Super Fund Management
Book a consultation with us today and discover how you can enhance your retirement strategy with personalized, professional guidance. Secure your financial future by taking proactive steps with your super fund management.
