Whether you are just starting off, transitioning to retirement or looking at the best way to pass wealth on to the next generation, we will help you maximize the benefits by assisting you with everything from setting up your own fund to looking after the daily administration, lodging your income tax return and arranging the fund audit.
After spending over 10 years working for some of Australia biggest accounting firms, founder Guy Wuoti established smsf options in 2014 with the goal to be Australia’s leading independent SMSF service provider to trustees’, accountants and financial planners.
How we can help you
Our super specialists can help you with:
+ Preparation of Financial Statements
+ Preparation and lodgment of Annual Tax
+ SMSF audit
+ Transition to retirement
+ Technical support
+ Family succession
+ Retirement strategies
+ Accounting & administration
+ In-specie contributions
+ Tax minimisation
+ Compliance support
+ Investment Reporting
+ Estate planning
SMSF Options Pty Ltd is a 100% Australian owned and independent company based on the Gold Coast. We are not indirectly owned by any other accounting or financial planning firm, bank or financial institution. We do not have hidden fees in other products or services, nor will we ever push product.
The quality of service you receive from us will remain consistently high as we don’t outsource any of your work overseas or to another administration company. We’ll also work with you and your other advisors, whether that’s your financial advisor, solicitor or banker. We understand that you and those who assist you want a no fuss approach to getting things done. With this in mind we action all phone calls, emails and requests on the same day.
To find out how smsf options can assist you, contact Guy Wuoti on 07 5521 029