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.
How we can help you
Our super specialists can help you with:
- SMSF ‘non product’ financial 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
- Accounting & administration
- In-specie contributions
- Tax minimisation
- Compliance support
- Investment Reporting
- Wholesale services
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.
To find out how SMSF Options can assist you, contact us on 07 5521 0029