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SMSF Accountant Perth:
Strategic Self-Managed Super Fund Solutions

Take Control of Your Retirement with Expert SMSF Guidance


Self-Managed Super Funds offer unprecedented control over your retirement investments, but they also come with complex compliance requirements and strategic decisions.

 

At Numbers Attuned, we provide comprehensive SMSF services tailored to Perth investors who want to maximise their retirement wealth while staying fully compliant.

Why Choose a Self-Managed Super Fund?

Self-Managed Super Funds give you direct control over your superannuation investments, allowing you to:

 

  • Invest in assets not typically available through retail super funds, including direct property
     

  • Create tailored investment strategies aligned with your retirement goals
     

  • Potentially reduce fees compared to traditional super funds
     

  • Implement tax-effective strategies specific to your financial situation
     

  • Maintain greater visibility and control over your retirement savings
     

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Our SMSF Services in Perth

SMSF Establishment and Setup

Starting your SMSF journey requires careful planning and proper documentation. Our team handles:

 

  • Trust deed preparation and registration with the ATO

  • ABN and TFN applications

  • Bank account setup assistance

  • Member registration and rollover coordination

  • Investment strategy development aligned with your goals

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Ongoing SMSF Administration
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We manage the day-to-day requirements of your fund, ensuring everything runs smoothly:

 

  • Transaction processing and reconciliation

  • Asset valuation and portfolio tracking

  • Member contribution management

  • Pension and benefit payment administration

  • Record-keeping and documentation maintenance

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SMSF Compliance and Reporting
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Stay compliant with the ATO's strict requirements through our comprehensive compliance services:

 

  • Annual financial statement preparation

  • SMSF annual return lodgement

  • Independent audit coordination

  • Regulatory compliance monitoring

  • ATO correspondence management​

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SMSF Investment Strategy Development
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Your investment strategy is the foundation of your SMSF success. We help you:

 

  • Create a tailored investment strategy document

  • Review and update strategies as markets and regulations change

  • Ensure your investments align with superannuation laws

  • Balance risk and return based on member ages and retirement timeframes

  • Document investment decisions properly for compliance purposes

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SMSF Tax Planning
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Maximise your fund's tax efficiency with strategic planning:

 

  • Contribution timing strategies to optimise tax outcomes

  • Pension commencement planning for tax-free earnings

  • Capital gains tax minimisation strategies

  • Franking credit optimisation

  • Estate planning considerations for tax-effective wealth transfer
     

The Numbers Attuned SMSF Advantage

Local Perth Expertise
As Perth-based SMSF specialists, we understand the local property market and investment landscape that affects your SMSF decisions. Our team stays current with Western Australian economic trends that impact your retirement planning.

Proactive Compliance Management
We don't just react to regulatory changes, we anticipate them. Our proactive approach keeps your SMSF ahead of compliance requirements, preventing costly penalties and administrative headaches.

Integrated Financial Strategy
Your SMSF doesn't exist in isolation. We consider your entire financial picture, ensuring your super strategy complements your business, investment, and personal financial goals for truly integrated wealth creation.
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Technology-Enhanced Service
Our digital platforms provide real-time visibility into your SMSF performance while streamlining administration. This means lower costs, faster reporting, and better decision-making capabilities for your fund.

Start Your SMSF Journey Today

Whether you're establishing a new Self-Managed Super Fund or seeking better management for your existing SMSF, our Perth team provides the expertise you need to maximise your retirement wealth while maintaining full compliance.

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Book your SMSF consultation today to discuss how we can help tune your retirement strategy for optimal performance.

Common SMSF Questions

Is an SMSF right for me?
Self-Managed Super Funds typically work best for investors with superannuation balances over $200,000, financial literacy, time to oversee the fund, and specific investment goals not met by retail super funds. Our initial consultation helps determine if an SMSF aligns with your situation.


What are the trustee responsibilities?
As an SMSF trustee, you're legally responsible for compliance with superannuation laws, investment decisions, and fund administration. Our services help you fulfil these obligations while maintaining the benefits of self-management.


Can my SMSF invest in property?
Yes, SMSFs can purchase residential and commercial property, subject to specific rules. The property must meet the "sole purpose test" of providing retirement benefits to members and comply with related party transaction restrictions. We guide clients through the complexities of SMSF property investment in Perth.

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