SMSF Auditors Sydney
YML’s SMSF Accountants Sydney Can Assist You to Plan for Retirement
If you are looking for a self-managed super accountant in Sydney look no further than YML. We offer a comprehensive range of services relating to self-managed super funds (SMSF) – from establishment and investment strategies to risk management, reporting and audits.
Setting up an SMSF is a complex business and our SMSF accountants in Sydney have the required expertise to assist clients in maximising their investments. This includes the development of an investment and risk strategy designed to assist fund members to meet their financial goals.
We also offer audit and taxation reporting services, provided by our SMSF auditor in Sydney. The role of an SMSF auditor is to ensure clients’ funds are compliant with all tax office and legal obligations.
Birchgrove client engages our SMSF services to plan for her future
Nada from Birchgrove was referred to us by a family member who was also an existing YML client. Nada had received a workplace redundancy and sought our help to make solid financial plans for her future. Our advice to Nada consisted of creating greater superannuation taxation efficiency, maximisation of her pre-retirement age non-concessional caps, and assistance to plan for the purchase of a new home.
Maximising Nada’s tax efficiency involved establishing an SMSF and rolling over funds from three other existing super accounts. We also advised Nada to make a non-concessional contribution from a term-deposit investment, and place her remaining funds in a diversified portfolio of investments in accordance with her risk profile.
Since being made redundant Nada has been working part-time and is secure in the knowledge that her full retirement will be provided for when the time comes.
Are you looking for the one of best SMSF accounting firms in Sydney?
If so, we can help you with all your SMSF requirements. We offer services in SMSF establishment, documentation, ATO forms, bank account setups, rollovers, risk management, investment strategies, property purchasing, portfolio management, reporting, and administration, as well as SMSF advice solutions. We also offer the expert services of an SMSF auditor in Sydney for taxation and compliance matters. So whether you need assistance in setting up an SMSF, managing investments and compliance, or an SMSF audit in Sydney, contact us at YML for a discussion.