Self-Managed Superannuation

Working in conjunction with your financial advisor to devise the right tax and wealth strategies for you.

Self-Managed Superannuation

Working in conjunction with your financial advisor to devise the right tax and wealth strategies for you.

A collaborative approach to the setup & administration of your fund

It’s no secret that Superannuation in Australia can be quite complex. We know that a Self-managed Superannuation Fund (SMSF) is integral to many tax and wealth strategies, which is why many clients want the involvement of their accountants, working alongside financial advisors. However, most elements of advice on SMSFs are provided by a licensed financial advisor.

That’s why we work in conjunction with your financial advisor and the advice they have already provided. Accrulu can step in to help with processing the fund’s transactions to track the investments and income and use this information to prepare financial statements and lodge tax returns to meet the fund’s compliance obligations. Where the appropriate advice has been provided, we can set up an SMSF and attend to the processing of actions such as commencing a pension.

WHAT WE OFFER

Our SMSF services

Ensuring you get the most out of your fund and capitalise on your super as a wealth creation tool.

Let's talk about you

Book a free chat with us so we can discover more about what is important to you, and the steps you need to take to get it.

INDUSTRIES

A few sectors we serve

We work with small businesses across different industries and life cycle spectrums. Whatever sector and phase you are in, we understand what is important and specific to you to help you succeed.

Commercial Cleaning Businesses

Working with contractors can take up much of your time doing administrative tasks. We help take the load off by providing support on contractor taxable payments reporting, reviewing the use of individual contractors, ensuring your accounting systems are working efficiently, and planning for additional cash flow required to take on larger contracts.

Gyms and Fitness Centres

Whether you’re looking to ensure your business performs well or grow your business, you can lean on us. We can help you set up accounting systems to report consolidated and individual performances of multiple gym locations, identify opportunities for improvement, or plan for finance and purchase of equipment upgrades.

Franchise Operators

Keeping your franchise running can be very demanding. We come in to give you the support you need from meeting franchisor reporting obligations, investigating opportunities to reduce variable franchise costs, assessing territory acquisition or expansion, to incorporating franchise reporting with cloud accounting packages.

Trades
Businesses

We give you the assistance you need to maximise growth opportunities, whether that be in integrating and maintaining data transfer between Simpro and Xero, cash flow forecasting and growth scenario modelling, identifying and utilising tax planning opportunities, and providing assistance in reporting across multi-entity business groups.

Rental property investors

Understand your numbers deeper to better manage your business and see it succeed. You can lean on us with preparing comprehensive reports for multiple properties, taking care of your tax returns and getting your data ready at year-end, and helping you assess your portfolio market value and identify unrealised gains and depreciation schedules.

Other ways we can help

Business Advisory

Small Business Structuring

Bookkeeping

Budgeting & Management Reporting

Self-Managed Superannuation

Succession Planning