About Us
SMSF ExpertsAbout
We Create Opportunities for SMSF Trustees & Adviser
SMSF Options is the home of Australia’s leading Self Managed Super Fund (SMSF) accountants, auditors, and advisers.
Covering all aspects of SMSF, our team are passionate about what we do and take pride in our expertise. We know when it comes to Self-Managed Super, we can get the best possible outcomes for you and your fund.
Our firm was establishment 7 years ago by our Director, Guy Wuoti with the sole purpose of providing high quality, independent specialist services directly to trustees’, accountants, and financial planners.
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.
Servicing over 5,000 funds over 20 Years
20
Hello!
Guy Wuoti
Founder
Prior to founding smsf options, Guy worked as a Chartered Accountant and SMSF specialist consultant to Big 4 and mid-tier accounting firms across Australian, gaining exposure to over 5,000 plus funds over a 20-year period.
His extensive experience within public practice enables him to provide his clients with holistic advice that considers not only their superannuation fund but also their individual and business interests.
Guy is passionate about the need for Australians, particularly generation X and Y to get engaged with their super, starting with a simple question; who has my money? He believes control of your retirement is a fundamental driver of engagement and that the cost of running a SMSF alone should not be the determining factor preventing young Australians from setting up a SMSF.
Guy holds a number of qualifications and professional certifications that include:
+ Chartered Accountant (CA)
+ SMSF Specialist Advisor™ (SSA)
+ Bachelor of Business majors in Accounting & Finance (Bbus)
+ Registered Tax Agent
+ Registered ASIC SMSF Auditor
+ Member of National Tax & Accountants Association
+ Gold Coast Chapter Chair – SMSF Professionals’ Association of Australia
+ Authorised Representative (No. 124 6866) of SMSF Advisers Network Pty Ltd ABN 64 155 907 681 AFSL No. 43006
What We Do
Core Services
- SMSF advice (Establishment, Contribution, Pensions, LRBA, Wind-up)
- SMSF Set up
- SMSF Accountants
- SMSF Administration
- SMSF Tax
- SMSF Audit
- Preparation of Financial Statements
- Preparation and lodgment of Annual Tax
- Transition to retirement strategies
- Technical support
- Family succession & estate planning
- Retirement strategies
- Insurance
- Accounting & administration
- Pensions
- In-specie contributions
- Tax minimisation
- Compliance support
- Investment Reporting
- Wholesale services
- Bookkeeping
Tech
- Chartered Accountant (CA)
- SMSF Specialist Advisor™ (SSA)
- Bachelor of Business majors in
- Accounting & Finance (Bbus)
- Registered Tax Agent
- Registered ASIC SMSF Auditor
- Member of National Tax & Accountants Association
- Chair – SMSF Professionals’ Association of Australia – Queensland (Gold Coast)
- Authorised Representative (No. 124 6866) of SMSF Advisers Network Pty Ltd ABN 64 155 907 681 AFSL No. 430062
SMSF Options Pty Ltd is a 100% Australian owned and independent company based in Currumbin 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.
Next Step
To find out how SMSF Options can assist you, contact us on 07 5521 0029
We’ve got this!
Go
Office
Currumbin
GOLD COAST
Contact Us
- hello@smsfoptions.com
(07) 552 10029