Self Managed Superannuation Funds Services

Trihalo Accountancy offers expert advice, detailed management, and accurate reporting services for self-managed superannuation funds (SMSF). Setting up and holding an SMSF can be difficult in Australia due to complexity and compliance issues. If you need help with an SMSF arrangement in Sydney, you’ve come to the right place.

In basic terms, a SMSF is a private super fund that you manage yourself. SMSF arrangements are different to industry and retail super funds because you choose the investments and look after the insurance yourself. The altered structure of an SMSF has a number of implications, with these arrangements potentially beneficial but also harder to control. Why risk making poor decisions with your nest egg when you can leave it to the experts?

At Trihalo Accountancy, we make it easier for you to manage your own superannuation fund. Instead of putting money in a standard super fund, you can deposit regular funds into an SMSF. This offers a range of advantages, including improved flexibility, greater control, and enhanced tax minimisation. SMSF arrangements also provide benefits when it comes to asset protection, estate planning, and insurance.

At Trihalo Accountancy, we offer the following SMSF services:

• Monitoring contributions and transfers
• Financial reporting requirements and obligations
• Preparing tax returns, members statements, and TBAR
• Tax strategies and planning
• Advising trustees on compliance

At Trihalo Accountancy, we provide a vast range of SMSF services to assist you with all aspects of fund management. Whether you’re researching investments, comparing insurance products, or looking for taxation advantages, our expert team is here to help. We combine valuable advice and industry guidance with practical solutions and service delivery.

We can help you to set up and administer an SMSF for complete control of your investment choices. When you make the right moves from the outset, you can save money on taxation, enjoy a better retirement, and look after the financial future of your family for years to come. Even simple decisions about your super can have a huge financial impact, with professional advice worth its weight in gold.