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SMSF Auditors Bondi

How to Improve Your Tax Efficiency Through YML’s SMSF Services

One of our main services at YML is that of providing Self-Managed Super Fund (SMSF) tailored solutions for our clients. This includes advising on the ways in which clients can improve their tax efficiency by transferring the ownership of assets to SMSFs. So if you require the help of an experienced accountant or SMSF Auditor in Bondi or surrounding areas you will find what you need at YML.

Our SMSF accountants have a vast amount of experience and expertise in assisting clients to plan for a comfortable retirement through SMSF investment strategies, such as borrowing for investments or property purchases, investment diversification and portfolio management.

Woollahara clients make the most of our SMSF advice and services

Phil and Ilana are clients of YML Bondi, who sought ways to minimise their capital gains tax after selling their business. They were able to obtain a 50% concession and contribute the remainder of their capital gain to their SMSF, which effectively meant that no tax was payable.

Phil and Ilana also rolled over their other superannuation accounts into the SMSF, as well as transferred ownership of their commercial property to the fund. They also put the investment advice they received from YML accountants into practice, and now that they have reached preservation age they have a comfortable tax-free pension available from portfolio yields and rental income. They are also continuing to pursue other business opportunities safe in the knowledge that their retirement income is secure.

Do you need the services of one of the best SMSF accounting firms in Bondi?

At YML we can provide you with expert SMSF advice and services just as we did for Phil and Ilana. SMSFs can be complex structures that require expert management in order to ensure their viability and tax efficiency and to provide a comfortable retirement plan for all fund members.

At YML we offer a complete range of SMSF services, including setup, investment diversification, rollovers, risk strategies, and tax and legal compliance through an SMSF auditor in Bondi. To find out more about how a YML SMSF Accountant in Bondi could help you, contact our office today.

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