Superannuation and SMSF

Compliance consulting services

Accurium can provide superannuation and SMSF compliance advice to professional practices Australia wide. Our specialised compliance and taxation advisory service can support you and your clients to deal with those unexpected technical issues and compliance challenges. 

Superannuation advice 

Our trusted team of long-term industry-recognised superannuation experts are accredited SMSF specialists with the SMSF Association. We are also a Registered Tax Agent.  

Whether you have an SMSF client who has strayed from the superannuation compliance rules or you are looking to ensure a proposed transaction is compliant, our team is dedicated to ensuring our advice is timely, practical, and accurate so that you can deliver exceptional value to your clients.  

Examples of the types of advice the Accurium superannuation technical team can provide include: 

  • Application of the in-house asset rules to an SMSF’s investment in a unit trust. 
  • The requirements for cashing a deceased member’s benefits and the options available under the superannuation law, together with the income tax implications. 
  • Options available for an SMSF member with a legacy pension and relevant transfer balance cap and income tax implications. 
  • Whether a proposed transactions is subject to GST. 
  • The requirements for an SMSF to pay a temporary incapacity benefit to a fund member and the tax implications for the SMSF and the member. 
  • The structuring options for an SMSF to acquire a property. 
  • Whether a member can access their superannuation benefits. 
  • The applicable superannuation compliance rules that apply to a proposed investment transaction. 
  • The consequences and options available for an SMSF that has breached the superannuation rules. 
  • Drafting an application for SMSF Specific Advice to the ATO. 
  • Drafting an application for Private Binding Ruling with the ATO.

     

Get in touch

For an obligation-free discussion and quote for your requirements, please contact Mark Ellem via email at [email protected] or phone 1800 203 123.