Self-Managed Super Funds Are Becoming an Increasingly Popular Way To Manage Investments and Grow Your Wealth

See If This Will Be A Good Option For You

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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

SMSF Tax Return

Preparation of annual Profit and Loss account statement, Balance Sheet, Member statement, Income Tax Return,Trustee Resolution and Minutes​ and more

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

AH Financial Group can help look after your SMSF. There are many compliance factors that arise when it comes to managing a Superfund. This includes numerous ATO and ASIC requirements which need to be fulfilled. We will help you to adequately fulfill these requirements.

  • 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.

How Can We Help?

Book your free consultation now and save on your taxes

  • Face to face meeting with one of our Tax Specialists.
  • Busy during working hours? Early mornings and late evening appointments at your convenience.
  • Enjoying the Digital era? Get your Tax return lodged online within a hour without the hassle of face to face meetings.
  • With the convenience of signing documents electronically forget the hassle of storing and printing documents.
  • Sending your tax data via e-mail, posting we can even arrange a tax appointment via Phone call or Skype – the choice is yours. You choose we answer.
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