Superannuation and Investments

SMSF and Investments

SUPERANNUATION

Self Managed Superannuation Fund (SMSF) comes with responsibilities and legal obligations, however at the same time it gives trustees opportunities and control over their investments. Trustees can choose their investments including property and shares. Also SMSF can use special loans to borrow and gear property as part of the investment strategy.
At Bridge Accounting & Taxation together with our associates we can help you with your retirement and transition to retirement benefits calculations and pension strategies to take advantage of tax concessions and also assist you to run your superannuation fund efficiently. We can advise you on your reporting obligations and on various other issues related to your superannuation fund. Our services include:

  • superannuation fund establishment
  • completion of annual audit
  • preparation of financial statements and tax returns
  • establishment of transition to retirement and account based pensions
  • advice on effective superannuation strategies

Our fees for the preparation of accounts and tax returns for Self Manages Superannuation Funds start at $900.00

INVESTMENTS MANAGEMENT

We can assist you to organise your affairs to achieve capital growth on your wealth. We provide share portfolio record keeping and extensive investments reporting such as:

  • investment income and rate of return on investments
  • profit & loss calculations on disposal of assets
  • capital gains tax calculations and optimisation
  • GST compliance related to investments