Deal with SMSF Tax Returns & Compliance Confidently with Our Expert Guidance
A Self-Managed Superannuation Fund (SMSF) can boost your retirement, but it can be complicated to handle, especially during tax season. GM Egan is here to simplify SMSF tax returns & deliver expert advice to help you achieve your retirement goals.
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Keep Your SMSF Tax-Compliant
SMSFs must submit an annual tax return to the Australian Taxation Office (ATO) to disclose their income, expenses & other pertinent details and stay compliant. Let us help you with that vital task through our comprehensive SMSF tax return services
Detailed preparation of financial statements is necessary to provide a clear picture of your fund’s financial position. Don’t feel overwhelmed because our tax accountants are ready to do that for you.
The SMSF tax return must include precise information about the fund’s investments, contributions, benefits distributed to members, and taxes paid or credits claimed. We’ll help gather all that and prepare them before lodging your SMSF tax returns to ATO.
Seeking expert guidance on SMSF compliance? GM Egan’s tax experts are ready to help you navigate the superannuation laws and regulations, including the recent SMSF rule changes.
If you need independent auditors to assess your fund and ensure it meets all tax requirements, we can help coordinate that. Simply tell us your specific SMSF tax compliance needs, and we’ll do our best to help.
You can count on us for proactive advice on tax strategies to maximise your SMSF’s tax efficiency. With that, we can help enhance your retirement savings.
Why Choose GM Egan for Your SMSF Tax Return Needs?
Many SMSF trustees have engaged us to help them meet the annual SMSF tax return due date, make their fund tax-efficient and more. Here’s why we’re their choice:
Local Expertise
With our deep understanding of tax laws in the Illawarra region and SMSF rules in Australia, we can provide tailored tax advice.
Personalised Service
Every SMSF trustee has unique retirement goals. Let us take the time to understand them and adjust our services accordingly.
Proactive Management
You can count on our team to stay up-to-date with changes in superannuation laws. That’s how we’re committed to ensuring you benefit from all the possible tax concessions and opportunities.
Technology-Driven Solutions
At GM Egan, smart advice is powered by smart solutions. We use tax & accounting software to help with efficient SMSF management.
Ongoing Support
Our team isn’t only available during tax season; you can rely on us year-round. We deliver continuous support and advice to help you make well-informed decisions for your SMSF.
Contact Us Today
Retaining your SMSF’s compliant status with ATO requires efficient financial management and prompt SMSF tax returns. That’s exactly what we can deliver here at GM Egan. Contact us today to learn more about how we can help your fund.