DSV Partners — SMSF Accountants
Safeguarding Your Retirement Through Expert Planning
✔ FREE initial SMSF consultation.
✔ Experts in SMSF management, audits, and administration.
✔ Tax-efficient SMSF strategies.
✔ Tailored services to your circumstances.
✔ Clear, prompt communication.
SMSF Accountants Sydney
Years of hard work have built your nest egg — now, it’s time to ensure it grows for you and future generations. At DSV Partners Sydney, our knowledgeable SMSF accountants ensure that the full potential of your retirement fund is safeguarded.
Utilising our expertise, we empower you to navigate your complex Self-Managed Super Fund while providing reliable advice on its tax implications and compliance with ever-changing regulations.
Working with you or alongside your financial advisor, DSV Partners supports your SMSF so that it continues to comply with all the relevant regulations. And, our tax efficiency advice supports the growth of a secure and diversified SMSF portfolio, so that you are financially secure during your senior years.
SMSF Accounting Services: Shaping Your Future Wealth
SMSFs allow greater control over your retirement savings. Incredibly flexible, they give you the choice of how to craft and shape your investment strategy. However, the administrative rules, ever-changing regulations and legislative requirements can be challenging.
That’s where DSV Partners, your trusted SMSF accounting experts, will help.
Holistic Approach
Going beyond accounting and taxation — and using a holistic approach where suitable — we will guide you through every step, from setup (supported by advice from financial advisor) to ongoing compliance, audits and lodgement of regulatory returns.
Regulatory Compliance
Unsurprisingly, the Australian Taxation Office (ATO) is watchful over SMSFs — keen to ensure you’re not breaking or bending the strictly-enforced rules. DSV Partners has your back, guaranteeing your SMSF’s regulatory compliance — however intricate your investment plan is.
Our key attention areas include:
✔ SMSF accounting and preparation of financial statements.
✔ SMSF tax return preparation and lodgement service.
✔ SMSF tax advice.
✔ SMSF auditing services.
Why You Need a Self Managed Super Fund Accountant
Unless you have substantial financial experience and knowledge, a grasp of tax rules, bountiful free time to dedicate to administration, and possess a strong understanding of SMSF rules — it’s unwise to handle the complexities of your SMSF yourself.
Using the skills and specialised attention of an SMSF tax accountant provides invaluable benefits, including enjoying:
Expertise in SMSFs
Your accountant has focused knowledge of superannuation laws and requirements.
Ongoing Regulatory Compliance
Your accountant will ensure accurate financial reporting, effective audits and timely lodgement of annual returns.
Tax Efficiency
As SMSF tax experts, your accountant will provide advice on effective and efficient tax strategies that minimise your Fund’s tax liabilities and generate greater wealth.
Online SMSF Audit
The convenience of submitting documents and accessing your SMSF-related documents digitally.
Reassurance
Peace of mind knowing your SMSF is professionally managed, compliant, and profitable.
DSV Partners’ SMSF Services
At DSV Partners, we work with you to tailor your SMSF services to suit your individual circumstances and needs. As such, our guidance and assistance varies significantly from person to person.
Generally speaking, our most popular services include:
Self Managed Super Fund set up.
SMSF tax return services.
Prompt administration of the SMSF.
Registration, establishments, and acquiring complying status from the ATO.
All SMSF accounting and financial reporting services.
Supporting rolling over monies from mainstream / industry Super Funds into the SMSF.
Providing documentation of transition towards retirement strategies.
Helping to resolve any legislation breaches — historic or current.
Advice on changes to SMSF Trust Deeds to support your investment, contribution and withdrawal needs and strategies.
Providing SMSF tax advice, including benefits/disadvantages of different strategies for tax efficiency.
Providing support for your investment decisions such as establishing bare trusts for investments, and advice on agreements on a needs basis.
Liaising with your financial advisor.
Looking at your SMSF as part of your overall work, business, or employment financial strategy.
Convenient online Self-Managed Super Fund resources, forms and information.
Take Proactive Control of Your SMSF With DSV Partners
Our comprehensive services — in conjunction with the advice of your financial advisor — ensure your SMSF is compliant and tax efficient. Why try to handle your SMSF alone when you have DSV Partners on your side?
✔FREE initial SMSF consultation.
✔Years of expertise in SMSF management, administration, taxation, and audits.
✔Local knowledge — Sydney-based accountants familiar with local markets and industries.
✔Affordable SMSF services for your personal circumstances.
✔Amicable, prompt, and clear correspondence.
✔Bespoke SMSF services — tailored to your Super Fund’s needs.
Accountants for SMSF FAQs
Can You Assist Me With My SMSF Setup?
DSV Partners can assist with setting up your SMSF, as long as you have received independent advice on investment strategy from a financial advisor.
What Is an SMSF Audit?
Annual SMSF audits are crucial for Self-Managed Super Funds. They ensure the accuracy of your financial statements and state your fund’s adherence to current superannuation regulations.
Do I Need an SMSF Accountant?
Having an SMSF accountant is not a regulatory requirement — since you, as the trustee, have the right to control, administer, and strategise your own fund.
However, there is a legal need to engage an ASIC-licensed auditor — typically an accountant — to perform the annual audit and a registered tax agent to lodge the annual tax return. Furthermore, an experienced SMSF accountant is highly recommended, since they can create tax efficiencies and ensure statutory compliance.
All of the above requirements would be taken care of by our SMSF specialists at DSV Partners.
How Much Does SMSF Accounting Cost?
Our SMSF accounting costs vary — depending on the complexity of your SMSF and the services you require.
With DSV Partners’ transparent costing and no-hidden charges promise, you’re assured affordable invoicing that reflects our work on your behalf.
What Assets Can I Have in My SMSF?
With full control over your Self-Managed Super Fund, you can make decisions — on where best to invest*.
These assets can include:
- Cash.
- Bonds/bank deposits.
- Units in unit trusts.
- Collectibles.
- Cryptocurrency.
- Businesses.
- Overseas investments.
- Property — residential, commercial, industrial and professional.
- Shares — Australian and overseas.
Bear in mind that some assets are bound by statutory restrictions.
*You should consider obtaining financial advice before investing.