If you’re considering moving your existing Self-Managed Super Fund (SMSF) to a new accountant, we invite you to book a complimentary 15 minute consultation to explore how our SMSF accounting services can benefit you.
A Self-Managed Super Fund (SMSF) is a private superannuation fund where members take on the role of both trustees and managers. Unlike industry or retail super funds managed by professionals, SMSFs provide greater investment control and flexibility.
This option is ideal for those who have the time, expertise, and financial acumen to manage their super effectively. However, due diligence is essential—before setting up or transferring an SMSF, seeking professional advice ensures that it aligns with your long-term financial goals.
SMSFs offer several benefits, including:
While SMSFs offer numerous benefits, they come with significant responsibilities, such as:
Given these complexities, partnering with an experienced SMSF accountant can help you navigate regulatory requirements and avoid compliance pitfalls.
At Lemonade Beach, we provide expert SMSF accounting services designed to support trustees in meeting their obligations.
Our SMSF Accounting Services include:
We handle financial statements, tax returns, and ATO reporting.
We prepare and submit necessary documents for external, independent auditors.
Important Disclaimer:
The establishment of an SMSF is considered a financial product and requires advice from a licensed financial professional. Lemonade Beach is not an Australian Financial Services Licence (AFSL) holder and does not provide advice on SMSF suitability or establishment. Our services are strictly for pre-existing SMSFs.
Expert SMSF Compliance & Administration
We handle financial statements, tax returns, and ATO reporting, ensuring your fund remains compliant with regulations.
Seamless SMSF Transition
Already have an SMSF? We make switching accountants easy by managing the transition smoothly and efficiently.
Time-Saving & Hassle-Free
Managing an SMSF requires attention to detail and significant effort – our services free up your time while ensuring accuracy.
Trusted, Local Experts
As experienced accountants, we provide reliable SMSF support, so you can focus on growing your retirement savings with confidence.
Book a Consultation Today!
If you already have an SMSF and need expert accounting support, we’re here to help. Book a free consultation today to discover how our SMSF services can streamline your compliance and financial reporting.
07 3473 1990
Visit our Appointments page or click the links below to book a no-obligation new client enquiry call where we’ll discuss your needs and how we can help you moving forward.
*Free enquiry call is for new client appointments only
Q: Can I transfer my existing SMSF to Lemonade Beach?
Yes! If you already have an SMSF and are looking for expert accounting services, we can assist in transitioning your fund smoothly. Book a consultation today to discuss the process.
Q: Does Lemonade Beach help with setting up an SMSF?
No, we do not establish new SMSFs or provide advice on whether an SMSF is right for you. Since SMSF setup is a financial product, you must consult a licensed financial planner before proceeding.
Q: What are my responsibilities as an SMSF trustee?
As an SMSF trustee, you are responsible for:
Q: How much does it cost to run an SMSF?
Costs vary depending on fund size, investment strategy, and compliance needs. Ongoing expenses may include accounting fees, audit fees, investment costs, and ATO levies.
Q: How does SMSF compliance auditing work?
All SMSFs must be independently audited annually. At Lemonade Beach, we ensure your financial records are in order and provide necessary documentation to our external auditors. If you have an existing auditor for your fund, we can explore working with them if you wish. Audit fees are separate to our accounting fee and remain the responsibility of fund trustees.
Q: Can I invest in property through my SMSF?
Yes, SMSFs can invest in residential and commercial properties under strict rules. It’s crucial to ensure compliance with superannuation and borrowing laws before making an investment. It’s also advised to gain personalised advice from your financial planner to understand whether this is a recommended strategy for your situation.
