Self Managed Super Funds Perth
Completing your income tax return, can seem like a pain and often gets pushed to the back of your mind. The problem with this is the Australian Taxation Office, want their money and will issue penalties if you have not lodged on time. This is where Moroney & Associates come in.
Your Super, Your Way.
A self-managed super fund is a superannuation policy where the trustees and members of the fund control the funds direction. This means we can set you up as a trustee within the fund and you get complete control over the direction of your investment.
With a traditional super fund, you are hands-off as you trust the funds experts and advisers to make the right financial decision for your future. A self managed super fund puts the power back in your hands.
Set up your super the right way! The expert team at Moroney & Associates will:
- Establish Your Fund
- Consolidate your existing Super into your new SMSF
- Give you upfront taxation guidance and appropriate super structuring.
- Help with fund reconciliation.
- Review fund transactions for taxation and compliance.
- Continually assess the benefit structure of your fund.
- Guide you on appropriate super contribution.
- Manage electronic SMSF records.
- Help with unexpected questions or circumstances like death or disability.
- Help with SMSF recording and reporting.
Most accounting organisations cannot offer you with guidance over your Self Managed Super Fund. But we’ve partnered with industry experts who can steer your investments in the right direction.
From admin to investment, Moroney & Associates can deliver everything your self managed super fund needs.
How Much does the SMSF Session Cost?
Our SMSF consultation sessions are free of charge.
WHAT DO I NEED TO BRING?
Your current tax and super fund information.
How Long Will The Session Take?
The session will take 1 hour.
Are you Allowed To Give SMSF Advice?
We’ve partnered with licensed industry experts who can give you SMSF advice.
Feedback On Our SMSF's
“After a previously bad experience with an accountant, Lance has been a breath of fresh air and is always more than happy to assist us. I would recommend anyone that is looking for accounting solutions to contact the team at the Moroney Group.”
“Mitch provided me with an excellent return, but more than that provided me with the confidence that I was claiming the maximum amount possible. I highly recommend Moroney and Associates for any tax management”
“Mitch was fantastic to deal with. He was extremely professional and thorough while still being approachable and easy going. We couldn’t be happier that Mitch helped us attain financial freedom and we will only use him in the future. Highly recommend.”
Start managing your retirement by booking in for a free self managed super fund session with Moroney & Associates.