Berwick Accounting & Tax Specialists

SMSF ADVISORY SERVICES IN BERWICK

We provide peace of mind for you and your business by delivering SMSF advisory services in Berwick.

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Ever considered setting up a SMSF?

Want more direct control over your retirement planning?

Whether you’re looking to invest in property or simply want to deal with a portfolio of direct shares, we have the expertise, the insights and advisory services to help.

We provide direction, offer support and confidence to the owners of creative and innovative businesses all over Australia.

Berwick Tax Accountants SMSF business services offer advisory in Berwick are specialists in providing accounting bookkeeping services to our business clients through the technical guidance and administration support required to effectively manage the annual compliance obligations of SMSF trustees. This involves completing the annual financials and tax return whilst also facilitating the fund audit externally.

Or maybe you already have an SMSF that needs managing?

Our Wealth Management team can offer financial planning and accounting bookkeeping advice including investment, asset allocation and personal insurance recommendations to ensure your SMSF is financially optimised and protected.

Our highly skilled team of SMSF specialists work with financial planners, solicitors and trustees to help you establish and run an SMSF that ensures the best return.

The world of SMSF’s can be a complex place. Our SMSF team of experts take a holistic approach to SMSF’s so they take account of business strategy, tax planning and your retirement needs. Their in-depth, up-to-date knowledge of SMSF’s cuts through the red tape to help you in the effective running of your SMSF, remove some of the financial worry of your financial retirement planning and ensure the best outcome.

Our SMSF services include advice on:

  • SMSF Audit
  • Superannuation Planning & Advisory
  • Purchase & Setup
  • Tax Returns & Accounting Tax Advisory
  • End-of-year Financial Statements & Financial Reporting

Accounting

Our services include all aspects of tax accounting and planning, pre-30 June reviews, tax cost minimisation strategies, capital gains tax record keeping, BAS and IAS requirements, and cloud bookkeeping services. We will make sure you comply with all statutory requirements at both state and federal levels – it is our job, not yours, to keep up with all the legislation.

Bookkeeping

Let Berwick Tax Accountants, we take care of your XERO and MYOB bookkeeping needs while you focus on growing your business! We offer bookkeeping services for small businesses in all the major suburbs in Melbourne. We will take care of your books while you focus on making more sales for your small business. Check out our accounting solutions and see which suits your needs.

Taxation

We ensure that you are structured in the most tax-effective manner so that you can be confident that you are paying the least amount of tax possible. Legally minimising the amount of tax payable is strongly dependent on having the appropriate structure in place so that you can apply the funds towards growing a sustainable business.

Book a free financial strategy session

Speak to an advisor today

We will show you why self managed superannuation has become so popular.

  • At Berwick Tax Accountants SMSF Advisory, Berwick we can set you up with a fund and provide fixed price fees for the on-going administration. Very simply, a SMSF is a super fund that you fully control. You make all the investment choices:
    • Real Estate (including borrowing from a bank to help purchase the property);
    • Shares
    • Managed Funds
    • Cash Term Deposits
    • Business Tax and business advice

    Many other assets - over your lifetime you’ll probably have two main assets: a home and superannuation.

    A Self Managed Superannuation Fund (or SMSF) gives you control over where you invest your money. You’re not at the mercy of fund managers who invest your money based on your risk profile.

Our specialist superannuation team can advise you how and if your situation would benefit from a SMSF. Setting up your fund correctly is critical. We can advise you or do it for you.

Then there’s the all-important strategy to make sure your superannuation investment gets the best possible results for you and your family, short term and longer term. You can invest your money exactly where you feel most comfortable. That might be shares, property or term deposits.

Whether you need to set up superannuation strategies, help setting up a SMSF, managing your SMSF or with the compliance and administration of your SMSF we can help with our advisory services. Contact a member of our Berwick specialist team today. We have the knowledge and the experience to help you prosper.

No matter what the legislative changes are affecting how much you can accrue in super, it’s still the most effective tax vehicle. The government will always use it as a budgetary tool. We keep our clients up to date on every important change and development.

If you’re comfortable investing in property or term deposits rather than shares, you can. In adverse events like the global financial crisis you can be proactive and shield yourself.

Many Australians are not tracking as well as they’d hoped to fund their later years. And it’s made worse by not having any say in where their money is being invested.

With a self-managed super fund set up in the right way and with the right advisory services, there’s no reason why you can’t start tracking to meet your financial goals.

As SMSF specialists, we enable you to achieve direct control and maximise your retirement savings now and into the future.

We’ll assist in getting your fund set up, optimising it, keeping it compliant, and helping you track towards your savings goals.

Why an SMSF may be the perfect option for you…

More choices - You have a wide range of investment options; from shares and managed funds to residential and commercial property.

More control - Pool family superannuation balances and then make investment decisions that you feel are right for you.

More flexibility - Change your investments at your own discretion, in order to take advantage of tax, stock market or real estate market changes.

More transparency - Track how investments are performing in real time and make quick decisions without waiting for statements from fund managers.

As Superannuation specialists, we understand how important it is to have a sound strategy in place; not only for peace of mind, but to allow our clients to reach their financial retirement goals.

Self Managed Superannuation enables control and choice over your investments as well as providing a vehicle for various tax and estate planning strategies. Superannuation law is a complex area and requires personalised planning for each individual - we have the expertise and the insights.

Have you thought about your Superannuation strategy?

Our team of SMSF professionals have the expertise and insights to provide advisory services that are dedicated to remaining up to date with current developments within the sector through research and regular attendance of industry forums.

We strive to provide our client's with high quality, strategic and tailored advice to ensure they are obtaining the maximum benefit possible from their

Self Managed Superannuation Fund. We analyse all factors, both within the internal and external environments; working collaboratively with you to help you get the most out of your retirement.

No matter what the legislative changes are affecting how much our Clients can accrue in super, it’s still the most effective tax vehicle. The government will always use it as a budgetary tool. We keep our clients up to date on every important change and development.

If our clients are comfortable investing in property or term deposits rather than shares, we can. In adverse events like the global financial crisis they can be proactive and shield themselves.

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How many people in Australia now have self managed super?

Whether you need to set up superannuation strategies, help setting up a self managed super fund, managing your self managed super or with the compliance and administration of your SMSF we can help. Contact a member of our specialist team today to help find solutions of growth for you and your business.

Plan your retirement with more certainty: set up & manage your own super fund. The road towards the retirement that you always imagined is full of potholes and obstacles.

Berwick Tax Accountants Self Managed Super Fund Specialists & Business Advisory Services

But you can take positive steps now towards controlling your own financial future by managing your own super fund. Our team of advisers will help you:

  • Establish your fund in full compliance with all regulations
  • Understand how you can meet your personal retirement goals
  • Make informed decisions on investments to grow your fund
  • Administer your fund with accounting, tax & ASIC registered auditors
  • Arrange ongoing protection & insurance for your fund
  • Get transparency and oversight of your fund with our state of the art software & client portal

Learn more SMSF establishment

At Berwick Tax Accountants, the accounting bookkeeping advisory specialists we are transforming the way we work with our businesses by utilising cloud based accounting software. Our team works with you to get you up and running on the software which makes managing your accounting, compliance, and bookkeeping requirements so much easier.

You can run your business on the go just by logging in online to your computer, tablet or phone. Not only does cloud based accounting allow business owners to manage their finances anywhere and anytime, it gives you instant access to all your account, financial reporting, and cash-flow data to provide insight into how your business is travelling right now. You can make timely decisions and identify challenges and opportunities as they arise. By saving time, you focus on how the businesses are performing.

According to ATO and APRA statistics, close to 600,000 self-managed super funds managing $696.7 billion in assets were in operation as at 30 June 2017. SMSF’s actually hold almost 30% of all superannuation retirement assets in Australia.

Individual accounting services, wealth strategy, insurance, and financial management. Prepare and lodge your tax return with Berwick Tax Accountants, a registered tax agent in Berwick. Let us do the hard work, with professional advice and ensuring maximum refund and paying minimum tax.

Are you already operating or considering starting a business as a sole trader? Berwick Tax Accountants can help as we are a 'one-stop-shop' for accounting services and tax advice for sole traders and small businesses.

accounting & bookkeeping for lawyers

Professional Services

Providing accounting, tax and business advisory to professional services industries comes naturally to Berwick Tax Accountants. We have a large clientele of professional services clients who seek advice and knowledge specific to their industry.

Suppliers, importers, large chain stores, changing demographics, and new sales channels all just some of the current challenges for the retail industry. We help retailers find solutions to these kinds of challenges.

Our compliance services include:

  • Preparation of financial reports and accounts
  • Bookkeeping services
  • Activity Statement (BAS/IAS) preparation and review

Statutory records & register maintenance Tax: Income tax return preparation and lodgement (individuals, partnerships, trusts, companies and SMSF's) are specialists in providing the technical guidance and administration support required to effectively manage the annual compliance obligations of trustees. This involves completing the annual financials and tax return whilst also facilitating the fund audit externally.

Our team can provide financial and tax planning advice and services including investment, asset allocation and personal insurance recommendations to ensure your fund is financially optimised and protected.

Establishment of your fund:

  • Fund establishment
  • Corporate trustee structure
  • Fund trust deeds
  • Member applications
  • Trustee minutes & resolutions
  • Portfolio administration services:
  • Automatic subscription to cloud-based software
  • Processing of fund transactions
  • Investment reporting (including Capital Gains Tax position)
  • Access to investment advisory services

Annual compliance services:

  • Preparation of annual Financial Statements
  • Preparation of annual Tax Returns
  • Member statements
  • Facilitate external annual audit
  • Trustee minutes & resolutions
  • Organise actuarial certificates
  • Prepare ATO forms (including RBL forms, PAYG withholding registration and pension declarations)
  • Convert your fund from Accumulation to Pension phase when appropriate)

Business Advisory

Building and maintaining a successful business in today’s rapidly changing environment is a balancing act. Sustaining year on year growth, while keeping up to date with commercial and legislative compliance and managing the challenges of daily business operations, places huge demands on business owners and directors.

Our specialist advisors work with you in a role to help you plan and implement contemporary business practices that will allow you to keep a close eye on the detail while not losing sight of the big picture.

Our Self Managed Super administration service can help you achieve the benefits of an SMSF by taking care of the administration and compliance of your SMSF, creating free time for you to focus on the critical job of managing the investments of your fund.

With a self-managed super fund, you are in charge of your super and where it is invested, plus you manage those investments yourself.

bookkeeping calculation of ato tax

Financial Advisory

At Berwick Tax Accountants we provides comprehensive financial advice to our clients with an enthusiastic and proactive approach. Our strong team of experienced professionals will work with you towards identifying valuable solutions on how best to achieve your goals. Berwick Tax Accountants is a Melbourne based Chartered Accounting firm offering timely and cost-effective services to both individuals and businesses. We consist of a team of accountants and business consultants dedicated to providing the highest quality accounting, taxation, bookkeeping, and business advisory services.

Since its inception, Berwick Tax Accountants has been at the forefront of tax and accounting, providing a broad range of services to local businesses in Melbourne. We offer Individual Tax Returns, Business Taxation and Accounting, Financial Planning, Self Managed Superannuation Funds, and Bookkeeping services.

Berwick Tax Accountants understand Doctors and Healthcare professionals require specialist attention. Our team of experts offers friendly, industry-leading advice relating to tax, GST and compliance that will maximise your return, addressing all your financial requirements.

We have extensive experience in servicing the manufacturing industry, including the provision of accounting, information technology, and audit services, and regular periodic management reporting. Supplemented with more detailed financial analysis, this lies at the heart of astute commercial decision making.

Berwick Tax Accountants Tax Accountants in Berwick also specialise in helping small businesses to achieve great things. Whether you run a bar, restaurant or coffee cart, our accountants are here to offer an extensive range of accounting support services for your hospitality business.

Book a free financial strategy session

Speak to a business specialist today

With over 160 client super funds in our care we also provide administration services to local stockbrokers and financial planners.

Getting the right advice about your self-managed super fund is more important than ever.

Berwick Tax Accountants have been working with our clients in this field for many years.  Through our brand we are licensed and will be there to help you navigate this complex and fast moving regulatory environment.

You’ll receive our professional advice and assistance tailored to your needs and circumstances, along with effective support in meeting your compliance requirements.

We’ll also team with our network of leading superannuation lawyers to help you with documentation to establish your fund, along with any specialised legal advice you may need throughout the life of your fund.

Building wealth is one of your prime goals in running your own business. And one of the most effective ways to create long-term value is through a well planned, tax-effective, self-managed superannuation fund.

At Berwick Tax Accountants Advisory in Berwick, our Self Managed Super administration services can help you achieve the benefits by taking care of the administration and compliance, creating free time for you to focus on the important job of managing the investments of your fund.

We work closely with your Financial Planner to ensure the appropriate strategies are in place when employing this structure.

From setting up your fund to handling all the administration tasks and annual tax requirements, we take care of the details, making sure you don’t pay unnecessary fines and taxes.

We have extensive experience in financial services for medium-sized trade businesses. The services we offer are all aimed at doing what really matters – ensuring your financial growth and freeing up your time so that you can enjoy life. 

We understand what farmers require to effectively manage the finances of their farming operations. We have been a leading provider of business and financial advice, taxation, and accounting services to Primary Producers and the rural sector for more than 30 years. Enquire today to find out how we can help you with your farm.

Our experience and relationship with franchise groups give us real-time insight into franchise systems and their performance. We provide franchises with business, taxation and accounting services. We can also act as consultants to the head franchisors in setting up cloud accounting & business and structures.

At Berwick Tax Accountants, our specialist property tax accountants in Melbourne are renowned for their property tax accounting services for property investors. Our property tax accounting and tax advice extend to the various estate planning factors including ownership and control of assets.

Take control of your super

With a self-managed super fund, you are in charge of your super and where it is invested, plus you manage those investments yourself.

There are many reasons people manage their own super – some to save on fees, some to take control of their risk or even just to invest in certain assets.

Whether you are establishing a new Self Managed Super Fund or you already have one in place, there are many rules and regulations that govern your superannuation. Therefore when you manage your fund yourself it's important to get things right. Our experienced professionals will arm you with the right information and oversee your fund, delivering you with real peace of mind.

A well managed Self Managed Superannuation Fund will deliver a great life in retirement.

For most Australians, Superannuation is the biggest long-term investment that you’ll ever make. It is for this reason that as trustees of a Superannuation fund you need to comply with a range of legislative requirements.

At Berwick Tax Accountants we take the pain out of SMSF by ensuring you meet all of your obligations, allowing your investments to work harder towards retirement.

Self-managed super funds are most beneficial when they are fully compliant with tax and superannuation laws, which can change. When compliant, a self managed super fund is a tax effective method of building wealth. However if your fund is non-compliant, you risk reducing your tax benefits.

Our services include:

  • Establishing a Self Managed Super Fund
  • Managing a Self Managed Super Fund
  • Accounting and compliance associated with setting up and maintenance
  • Preparation of detailed Financial Statements,
  • Members Statements and annual documentation for the appointed Trustee, including Minutes for Trustee meetings, Trustee Declaration etc.
  • Audit of the fund
  • Preparation and lodgement of Self Managed Superannuation Fund Annual Returns, Business Activity Statement (BAS's) and Instalment Activity Statements (IAS's)
  • Personalised advice and explanation of the logistics of how pensions work and, more importantly, how they can work for you.
  • Liaising with the Australian Tax Office when necessary
  • Accounting Services
  • Advice regarding compliance business issues and
  • assistance with legislative changes
  • Self Managed Super Fund Check up

Tax Compliance

We specialise in the administration and preparation of tax returns for self-managed superfunds. To keep costs down and improve efficiency, we require clients to go through a tax information checklist. This ensures that you give us the complete tax information, bank statements and contributions details we need to finish your superfund's tax return.

The critical areas are classification of employer and member contribution, investment in in-house assets, haven't reached preservation age and illegally withdrawing cash from superfund to support your business cash flow, using superfund to purchase items that a reasonable person would say for private use and not investment grade, Eg. cars, caravans, boats, wines and spirits, vintage toys.

Trustees are required to comply with the Superannuation Industry Supervisory Act 1993 (SISA) and the Superannuation Industry Supervisory Regulations 1994 (SISR). Don't worry, Berwick Tax Accountants will advise and educate you on the tax rules and regulations.

Our experienced accountants can advise you on what your obligations are in order to ensure your superfund remains compliant with rules and regulations.

Located in Berwick,  our compliance services include personalised attention to your SMSF by an experienced Berwick Tax Accountants accountants. We will review or audit your superfund and prepare your documents, such as the fund’s tax return as well as financial documents.

We are your Berwick compliance experts, while we can also help clients set up tailored packages from scratch. Contact Berwick Tax Accountants today for professional compliance services in Berwick and surrounding suburbs.

Establishment of your fund:

  • Fund establishment
  • Corporate trustee structure
  • Fund trust deeds
  • Member applications
  • Trustee minutes & resolutions

At Berwick Tax Accountants, we are experts when it comes to SMSF and tax compliance in Melbourne’s South Eastern suburbs.

  • Portfolio administration services:
    • Automatic subscription to cloud accounting software
    • Processing of fund transactions
    • Investment reporting (including Capital Gains Tax position)
    • Access to investment advisory services

    Annual compliance services:

    • Preparation of annual Financial Statements
    • Preparation of annual Tax Returns
    • Member statements
    • Facilitate external annual audit
    • Trustee minutes & resolutions
    • Organise actuarial certificates
    • Prepare ATO forms (including RBL forms, PAYG withholding registration and pension declarations)
    • Convert your fund from Accumulation to Pension phase when appropriate)

Building wealth is one of your prime goals in running your own business. And one of the most effective ways to create long-term value is through a well planned, tax-effective, self-managed superannuation fund.

​Our Self Managed Super administration services can help you achieve the benefits of an SMSF by taking care of the administration and compliance of your SMSF, creating free time for you to focus on the important job of managing the investments of your fund.

Whether you are establishing a new Self Managed Super Fund or you already have one in place, there are many rules and regulations that govern your superannuation.

Therefore when you manage your fund yourself it's important to get things right. Our experienced professionals and advisory services will arm you with the right information and oversee your fund, delivering you with real peace of mind.

 Our services include:

  • Establishing a Self Managed Super Fund
  • Managing a Self Managed Super Fund
  • Accounting and compliance associated with setting up and maintenance
  • Preparation of detailed Financial Statements, Members Statements and annual documentation for the appointed Trustee, including Minutes for Trustee meetings, Trustee Declaration etc.
  • Audit of the fund
  • Preparation and lodgment of Self Managed Superannuation Fund
  • Annual Returns, Business Activity Statements (BAS's) and Installment Activity Statements (IAS's)
  • Personalised advice and explanation of the logistics of how pensions work and, more importantly, how they can work for you.
  • Liaising with the Australian Tax Office when necessary
  • Bookkeeping services
  • Our registered tax agent will provide expert Tax Advice and Tax Accounting
  • Business Accounting
  • Advice regarding compliance issues and assistance with legislative changes
  • Self Managed Super Fund Check up

A well managed Self Managed Superannuation Fund will deliver a great life in retirement.

We will show you why self managed superannuation has become so popular. We can set you up with a fund and provide fixed price fees for the on-going administration. Very simply, a SMSF is a super fund that you fully control. You make all the investment choices:

  • Real Estate (including borrowing from a bank to help purchase the property);
  • Shares
  • Managed Funds
  • Cash Term Deposits
  • Many other assets

Self-managed super funds are most beneficial when they are fully compliant with tax and superannuation laws, which can change. When compliant, an SMSF is a tax effective method of building wealth. However if your fund is non-compliant, you risk reducing your tax benefits. Your allocated registered tax agent will help you avoid this.

We work closely with your Financial Planner to ensure the appropriate strategies are in place when employing this structure.

From setting up your SMSF to handling all the administration tasks and annual tax requirements, we take care of the details, making sure you don’t pay unnecessary fines and taxes. With over 160 client super funds in our care we also provide administration services to local stockbrokers and financial planners.

At Berwick Tax Accountants Advisory in Berwick our administration division does not provide specific product or financial planning advice and specialises purely in the administration and tax requirements of your SMSF.

With a self-managed super fund, you are in charge of your super and where it is invested, plus you manage those investments yourself.

There are many reasons people manage their own super – some to save on fees, some to take control of their risk or even just to invest in certain assets.

Why get a SMSF?

Due to their excellent benefits Self Managed Super Fund's are very much the trend for holding retirement savings. Over 1 million Australians have switched from Retail or Industry Fund to SMSF. However a superfund is not right for everyone, there are important factors to consider.

The Advantages:

  • Gives you control over investment choices
  • Opportunity to reduce income tax on investment income and capital gains.
  • Increased flexibility of asset selection eg. superfunds can hold direct property, unlisted shares or  artwork.
  • Provides control over your total investment portfolio.
  • Allows you to own your business' real property (but not operating assets) in the super fund, assisting funding and cash-flow problems for many businesses
  • Wider choice of investments, particularly direct residential or commercial property, which allows you to borrow in order to invest in property.
  • You can manage up to 4 members in one Self Managed Super Fund

At Berwick Tax Accountants SMSF Advisory, we have the expertise and insights when it comes to SMSF and compliance services in Berwick, Melbourne Vic. Our experienced accountants can advise you on what your obligations are in order to ensure your SMSF remains compliant with SMSF rules.

Our Berwick SMSF compliance services includes personalised attention to your SMSF by an experienced Mulcahy & Co accountant. We will review or audit your SMSF and prepare your documents, such as the fund’s tax return as well as financial documents.

We are your Berwick, Melbourne Vic SMSF compliance experts, while we can also help clients set up tailored SMSF packages from scratch.

Our highly skilled team of SMSF specialists work with financial planners, solicitors and trustees to help you establish and run an SMSF that ensures the best return.

BOOK your free SMSF exploratory meeting with us to go over the benefits and tax implications of starting your SMSF.

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