Self Managed Super Funds on the Sunshine Coast
CPA-qualified and registered tax agents offering transparent pricing, mobile appointments, and accounting services tailored to your needs across the Sunshine Coast.
Who We Are
CPA Accreditation
Established in 2009
Mobile Service Available
Self managed super funds offer greater financial control, but with that control comes a significant level of responsibility for administration and oversight. Based in Buderim and Morayfield, SDM Accounting & Taxation Services assists individuals on the Sunshine Coast with the setup, structure, and ongoing management of SMSFs. Our team helps navigate complex regulations, documentation, and reporting obligations to ensure your fund is managed according to current requirements and supports your long-term retirement goals.
For support with superannuation and fund management, call (07) 5453 4118 and speak with someone who can guide you through the process.
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Sunshine Coast Self Managed Super Funds
Establishing and managing self managed super funds requires an understanding of legal obligations, tax treatment, and the administrative workload involved. This includes annual audits, investment strategies, trustee responsibilities, and accurate reporting to the ATO. Working with an advisor can help reduce the risk of errors or penalties over time. Even small oversights can lead to regulatory issues, so a careful approach is essential.
Whether you’re considering setting up a fund or already have one in place, it’s worth reviewing your structure to ensure it’s meeting your goals.
Reach out to explore how a compliant SMSF can support your financial plans.
FAQ
What is a self managed super fund (SMSF)?
A self managed super fund is a private superannuation fund that you manage yourself. It can have up to six members, and each member is usually a trustee. SMSFs must follow strict legal and tax obligations, including lodging returns and conducting annual audits, and are regulated by the ATO.
Who can set up a self managed super fund?
Anyone who is eligible to be a trustee and can meet the legal obligations can set up an SMSF. This includes Australian residents over 18 who are not disqualified due to bankruptcy or legal restrictions. All members must agree to act as trustees and follow the fund’s rules.
What are the benefits of a self managed super fund?
SMSFs offer greater control over investment decisions, allowing members to tailor strategies to their retirement goals. They may also provide tax planning opportunities and flexible estate planning options. However, SMSFs also involve responsibilities, costs, and regulatory obligations, so it’s important to understand both the advantages and risks before setting one up.
Serving the Sunshine Coast for
16+
Years
