Plant & Associates offers a range of accounting & superannuation services on the Gold Coast. Call 07 5596 5758 to book an appointment
Plant & Associates – Gold Coast & Beenleigh Accountant – Superannuation
Plant & Associates head office is based in Nerang on the Gold Coast, and we also maintain a second office in Beenleigh. We offer a range of accounting and superannuation services (including SMSF) from both locations that we consider to be over and above the standard compliance services typically offered by accountants.
These services are over and above the standard compliance accounting services offered by many other accounting firms on the Gold Coast or in Beenleigh, and we believe they can put the competitive edge between you and your competition and can assist you in growing, sustaining and realising the full potential of your business.
- Retirement and Succession Planning, including limited financial advice pertaining to superannuation and Self Managed Super Funds”
Self Managed Superannuation Funds
A self-managed superannuation fund is as the name implies, a superannuation fund controlled by you – the Trustee. Taking control of your superannuation in today’s economy has many potential benefits including being able to:
- Invest in your choice of assets such as direct property and property development
- Take control over your investments, while still being able to take advice from experts
- Implement beneficial tax planning strategies to suit your situation
- Buy property through your Superannuation fund which will assist cash flow
- Structure your estate planning to ensure certainty about what happens to your assets when you pass away
The team of experts at Plant & Associates have the knowledge and experience to help you make the most of your superannuation fund, and will make sure you stay ATO compliant.
Plant & Associates has an Australian Limited Financial Licence, which means that our superannuation accountants can provide you with the full range of self managed superannuation fund services, including:
- Self Managed Superannuation Fund set up
- Self Managed Superannuation Fund administration tasks incl preparation of your Trust Deeds, completion and lodgement of relevant ATO forms, consolidating your superannuation and more
- Ensuring your Self Managed Superannuation Fund is compliant with current superannuation laws and regulations
- Investment strategies including borrowing money to buy property using your Self Managed Superannuation Fund
- Annual accounts, audits and tax returns
- Preparation of annual financial statements, including operating statement, statement of financial position, notes to financial statements
- Preparation and lodgement of the Self Managed Superannuation Fund’s annual return (income tax return), calculate and advise of tax liability or tax refund due
- And more…
We have the specialist knowledge to provide comprehensive accounting and tax services for self managed superannuation funds, with a high level of expertise and skill and an incomparable customer service guarantee.
If you would like to discuss your superannuation options with one of the team, call Plant & Associates Gold Coast or Beenleigh office today. We can show you how you can have more control over your investments, reduce your tax obligations and set you on the path to a financially secure retirement.
Don’t waste your hard earned superannuation funds. Start organising your superannuation future today, so tomorrow you can enjoy life the way you deserve!