Self Managed Super Funds Service

Take the Right Decisions at the Right Time to Generate Wealth for the Future.

Self Managed Super Fund Compliances

Self-managed Superannuation is a method of retirement planning. It helps you to manage your investment plan, minimise taxes while gaining tax benefits, and keep administrative costs under control. These funds are typically set up by individuals as a way to manage their retirement resources.

Although it is considered that Self-Managed Super Funds (SMSFs) are extremely successful, it is less recognized that the business is governed by strict and stringent laws of the Australian government. That is why our professional accountants at Meta Tax offer you our help in managing your SMSF. By managing your funds carefully, we ensure that you avoid any severe fines sentenced by the Australian Tax Office (ATO).

We handle all administration, tax returns, reporting and financials that are to be given to the ATO other than offering our advice on how to improve your portfolio rate. We will also help you make decisions and seize opportunities with minimal hassle in the appropriate situations.

Invest in Your Future Wisely with Self-Managed Super Funds

SMSF Financials

We help you establish SMSF, prepare annual financial statements, and prepare your superannuation financials and lodge your SMSF annual returns.

SMSF Taxation

We help you manage and lodge your taxation returns with the Australian Tax Office (ATO) keeping up with all their requirements regulations to avoid unnecessary penalties.

Estate Planning

We help customers transfer their money and assets such as life insurance, pensions, real estate, automobiles, personal items, and debt to their beneficiaries in their death.

Trust Structuring

With our expertise and experience in managing SMSF according to the standards of ATO, we provide better advice on setting up your trust and structuring your beneficiaries.

Handling Complex SMSF Matter

With in-depth knowledge in handling small to complex superannuation fund matters, we are equipped to offer sound advice and strategies for handling complex SMSF matters in advance.

Annual SMSF Compliances

We address the needs in establishing pensions, drawing SMSF benefits, transferring balance account reporting to ATO, holding statutory annual SMSF audits and updating Fund deeds.

SMSF investment portfolio

We help you maintain an SMSF investment portfolio with maximum growth that is appropriate for you, and we are ready to provide reporting feedback when and when you want it.

SMSF management

Helping you resolve complexities arising in managing your super funds, we manage all the administration, tax returns, reporting, and financials that are to be submitted to ATO.

Excellent ROI

With our Superannuation fund management accountants, we provide advice on how to maintain an excellent ROI with budget conscious management fees.

SMSF Feedback

With our feedback, we enable you to make the right decisions when the opportunities are available, allowing you to make opportune and flexible decisions while staying under control.