SMSF rules, Geelong

When you have a SMSF, there are various superannuation rules that must be complied with in order to be eligible for concessional tax rates and other benefits.

CD&G Accountants in Geelong have the expertise to assist you in understanding the SMSF rules so that you and your fund are not exposed to any unnecessary risk.

SMSF trustee declaration

When you set up your SMSF, you need to sign a SMSF trustee declaration that confirms your understanding self-managed superannuation rules and the duties and responsibilities that are involved in running a SMSF. Our experienced accountants will ensure you understand the declaration and can answer any questions you may have.

Do you have existing compliance issues?

CD&G Accountants will negotiate with the ATO on your behalf where there are issues with compliance, as well as assisting with ATO audits. Where there are any breaches we can also help to rectify these. We are experts at resolving complex compliance issues where they may arise to ensure a successful outcome for you and your fund with our targeted SMSF advice.

Our accountants spend time liaising with professional associations as well as experts and regulators in the industry to keep abreast of current SMSF compliance issues and any changes that affect our clients.

Contact CD&G Accountants to take advantage of our superior SMSF compliance services as well as all other SMSF issues such as annual accounting, superannuation contributions and retirement planning.