Helping you navigate self-managed super

Making sense of self-managed superannuation

There are a lot of rules and regulations surrounding self-managed superannuation funds (SMSFs). Our experienced team will assess your unique situation and work with you to understand your obligations, the regulations and legislation surrounding the correct operation of an SMSF. We’ll keep you informed of the latest changes in the evolving legislative landscape surrounding superannuation. AMG can also help you with tailored SMSF strategies to help you get the best possible outcomes for the fund.

Why choose AMG Self-Managed Superannuation Fund Services?

Our team includes self-managed superannuation fund specialists with vast experience in helping clients remain compliant while preparing for retirement. We stay up to date with current SMSF regulations and industry best practice, giving you peace of mind that the advice you receive is fully compliant.

AMG Self-Managed Superannuation Fund Services include:

  • Administrative Assistance

    Talk to AMG about your SMSF administration requirements and we’ll tailor our service to fit you.

  • Fund Establishment

    The establishment phase is one of the most important to get right when it comes to running a successful SMSF. When set up correctly, it’s easier to make contributions, administer and qualify for tax concessions.

  • General Compliance with SIS Act and SIS Regulations

    Ensuring your fund audit is completed and lodged on time every year, and that you can pass the SMSF ‘sole purpose’ test.

  • General Advice Regarding Fund Operation

    We’re here to provide answers to any general SMSF questions you might have.

  • Preparation of Financial Statements

    SMSFs are legally required to undergo an independent, ASIC-approved audit each year. If you’re a trustee of a self-managed superannuation fund, you can rely on the team at AMG to prepare accurate, compliant financial statements.

  • Preparation of SMSF Annual Returns

    Supporting you to prepare and lodge your SMSF annual return (SAR) to the ATO. When it comes to SMSF operating expenses, it’s best to check with our team regarding what is and is not deductible.

  • Transfer Balance Account Reporting

    Helping you with accurate records and tracking of each individual’s balance for their transfer balance cap and total superannuation balance. In addition to the SMSF annual return (SAR), a transfer balance account report (TBAR) is required each year by the ATO.

  • Year-End Audit

    AMG can conduct independent, year-end audits of SMSFs. It’s important to remember to appoint an auditor at least 45 days before your return is due. We’ll check that your fund is compliant, and figures are accurately reported.

Working with AMG will enable you to rest easy, knowing your SMSF is operating soundly and within the law. Let us help you make the most of your investment in the future.

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