OUR SERVICES
Self Managed Super Fund
The experts at Boutique Accounting House have the experience and dedication you need from a team tasked with handling your investments.
secure your future
Take control of your financial future with our SMSF advice and compliance services
find out how
One of the best ways to control your retirement investments is by investing in a self managed super fund (or SMSF). This fund allows you to choose how your savings are invested — potentially maximising your returns while reducing your expenses. While SMSFs are a fantastic investment for many people, they also come with a host of responsibilities, such as administration, compliance, accounting and taxation.
At Boutique Accounting House, we’ve helped countless clients and business owners create a strategic superannuation tax plan that provides great tax advantages.
start your advisory journey today
Customise your retirement strategy
Customise your retirement strategy
get started today
Take control and secure your future with SMSF.
If you would like to join the Boutique Family, please complete this new client form.
New business structure?
If you want to transfer your existing SMSF to Boutique, please complete this form.
Transfer your SMSF
step two
Ongoing SMSF management
Once your SMSF is established, we’ll take care of all of the details to keep it running smoothly. This includes essential tasks such as:
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Preparing financial statements
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Preparing and lodging SMSF annual returns
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Preparing the minutes required
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Preparing investment reports
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Contacting the ATO if required
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Organising an external auditor to audit the fund
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Pension transition and commencement.
step one
SMSF establishment
Setting up your SMSF is a complex process that involves a team of professionals to ensure it’s established correctly. Our experienced team can help you out right from the start, and call in the right people at the right time.
Our Wealth team can provide you with a statement of advice (SOA), working alongside our Accounting team as they set up your SMSF structure. This includes the bare trust options needed if you want to purchase property and lend using your SMSF.