• SMSF Services

    Our experts keeping you up to date with our ever changing industry

When It Comes to SMSFs, We Know Our Stuff

Self-Managed Superannuation is a complicated, heavily legislated, and constantly-evolving. Our SMSF clients tend to have different needs and expectations from our other clients, and it’s certainly not a case of ‘one size fits all.

We live and breathe SMSFs. We keep our finger on the pulse of what’s happening in the industry to make sure that we don’t miss out on anything. General Accountants often get lost amidst the ever-changing landscape of SMSF accounting legislation. SMSF reforms often occur weekly and revolve around regulatory changes, legislation, technology, and a constantly-evolving trustee dynamic.

If SMSFs are not your Accountant’s daily focus then there’s a good chance he will struggle to keep up with the changes that need to be implemented in order to service SMSF clients. At DMS, Accounting and SMSFs are our bread and butter. We remain at the forefront of these industries and can provide you with unrivalled service and expertise.

SMSF SETUP, ACCOUNTING & SERVICING

SMSF Trust Establishment

Corporate Trustee Setup

SMSF Administration

Annual Tax and Regulatory Returns

Member Statements and Other Record Keeping

Pension Calculations

Relevant Minutes and Resolutions

Strategies, Structuring, and Solutions

We Play Well With Others

We are confident that we can handle all of your accounting needs and would love to become your full-service accountants but we also know the importance of good, long-standing relationships. If you already have a great accountant who just isn’t confident or qualified in the intricacies of SMSF accounting (or perhaps overpriced for these particular services) then we are happy to work alongside them.

Transferring your SMSF to us is a simple process. We don’t restrict you to any particular investments or service providers (financial institutions or brokers). This means that you have the option of keeping your current accountant. We can work directly with your regular accountant and provide them with your SMSF annual returns.

Save time, save money, rest easy. When it comes to SMSFs, we know our stuff and our turnaround time and pricing are impressive. Put your regular accountant out of his misery and let us handle this.

We operate in a secure environment to ensure the only person with access to your client data is you.

Reducing Your Tax Burden With a SMSF

  • An SMSF enables you to increase the tax effectiveness of superannuation, making it a powerful wealth creation strategy.

  • The maximum tax rate within a complying superannuation fund during the fund’s accumulation stage is 15%*.

  • If an asset has been held in the fund for more than 12 months, the rate on the capital gains of that asset is discounted to 10%.

  • When all members of the fund begin drawing on it as an income stream, no tax is paid on earnings derived from dividends and capital gains.

  • Tax can be lowered through the use of franking credits and the offsetting of capital losses.

  • Once you turn 60, your portion of the fund is tax free, as are the payments you receive from it.