Industry Accreditations & Registrations:
- CPA Australia
- ASIC Registered SMSF Auditor
- Tax Practitioners Board
Take Control of Your Retirement with an SMSF
At GBS Accountants, we empower you to take the driver’s seat of your financial future through our specialist Self-Managed Superannuation Fund (SMSF) services. With over a million Australians now managing their own super, the appeal is clear: greater control, transparency, and the flexibility to tailor an investment strategy that aligns perfectly with your retirement goals. We guide you through the entire lifecycle of your SMSF, from the initial setup and structuring to ongoing administration, ensuring you can leverage benefits like direct property investment and tax-effective strategies with confidence.
Managing your own fund comes with significant responsibilities and complex regulatory obligations. That’s where our expertise becomes your greatest asset. We act as your compliance safety net, handling the intricate ATO reporting requirements, annual audits, and financial statements so you remain on the right side of the law. Whether you want to be hands-on with daily transactions or prefer a full-service administration solution, our team provides the technical support and strategic advice you need to maximize your wealth while minimizing risk.
Complete SMSF Administration
SMSF Setup & Establishment
Annual Compliance & Financial Reporting
Taxation & Audit Coordination
Pension Phase & TTR Strategies
Property in Super Structuring
Trust Deed Upgrades & Reviews
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Our Simplified SMSF Pathway
Navigating the strict regulations of Self-Managed Super Funds can be daunting, but our structured process ensures a hassle-free experience. We guide you from the initial feasibility check through to establishment and ongoing management, handling the technical complexities so you can focus on building your retirement wealth.
Consultation & Feasibility
We assess your current super balance and financial literacy to determine if an SMSF is the most cost-effective and strategic vehicle for your retirement.
Establishment & Registration
Our team handles all necessary legal documentation, including the Trust Deed execution, ATO registration, and bank account setup to get your fund legally active.
Rollover & Strategy Documentation
We assist in rolling over funds from your existing industry or retail funds and help document a compliant investment strategy tailored to your goals.
Annual Administration & Audit
We manage the end-of-year requirements, preparing your financial statements and tax returns while coordinating the mandatory independent audit to ensure full compliance.
Expertise
Our SMSF division is led by highly qualified professionals, including Certified Practising Accountants and specialist SMSF Auditors who possess deep technical mastery of the complex superannuation regulatory framework. We understand that the penalties for non-compliance are severe, which is why we dedicate ourselves to rigorous, ongoing professional education to stay ahead of every ATO ruling and legislative change. This specialized focus ensures that your fund is not only compliant but structurally optimized, giving you the peace of mind that your retirement nest egg is being managed by the industry’s best.
Comprehensive Solutions
We Analyze, Strategize, and Drive Results. No matter the challenge—big or small—we deliver solutions for lasting growth.