Full-service SMSF accounting in Sydney
Monger Baker is a Chartered Accounting firm in Sydney providing Self-Managed Super Fund (SMSF) services to clients.
We take a proactive approach and strive to provide the best advice possible to our clients, assisting them in maximising their SMSF returns. We can assist with all aspects of SMSF administration, including setup and contributions, investment strategies and asset transfers. We also offer specialised advice on estate planning and taxation, ensuring that our clients’ SMSFs are as tax efficient as possible. Our goal is to give our clients peace of mind by ensuring that their SMSF is in good hands.
Monger Baker is the best place to go for expert Self-Managed Super Fund advice, get in touch with us today to find out how we can help you.
Our SMSF accounting services
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Establishment of Self-Managed Superannuation Funds
If you are looking to take control of your retirement savings, then a self-managed superannuation fund may be right for you. Monger Baker can help you establish your own fund so that you can make the most of your retirement savings.
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Preparation of annual Financial Accounts
As a trustee of a self-managed superannuation fund, you are responsible for the fund's operation on an ongoing basis. Monger Baker can provide you with the assistance and advice you require to meet these obligations. We will also help you with reports and return preparation of all required Financial Accounts.
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ATO annual tax and regulatory returns
Monger Baker can help you with the preparation and lodgement of all required regulatory returns, ensuring that your fund remains compliant. We can also assist with any audits or reviews undertaken by the ATO.
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Advice on taxation benefits and pension strategies
We can also advise you on how to best structure your pension strategy and maximise the tax benefits available to your fund. This includes guidance on how to take advantage of tax-efficient investments such as negative gearing and capital gains tax concessions.
Monger Baker's mission is to establish strong, mutually beneficial relationships with our clients and professional partners. Our quick, simple and dynamic methods add tremendous value to you and your business. Simply put, you need an accounting solution that is simple and produces accurate financial statements. You want a service that is dependable and will not leave you in the dark. Monger Baker provides all of this and more!
Our Chartered Accountants at Monger Baker have a reputation for providing exceptional accounting services and approaching our business in a personal and proactive manner. If you need help reaching your financial goals, contact us to set up a meeting with a member of our specialist team.