Book Direct with the Owner at Universal Consultancy Services with Accountant Find in Rydalmere, for all your Accountant financial and taxation needs Click on the Email or Call Now button to get your special price.
We are a CPA firm of Accountants & Tax Agents specializing in DIY Super Funds. Our principal is a SMSF Specialist advisor accredited by SMSF Professional Association of Australia (SPAA), an elite body who provides independent verification and certification of a professionals’ competency, experience, knowledge and practises.
We offer a unique fixed price annual administration services, our price depends on the quantity of work which we have to perform (based on number of Transactions) to ensure that your DIY Super Fund remains compliant to legislation.
We simply become your back office, whilst you, as a trustee of your DIY Super Fund, make all the investment decisions. WE DO NOT OFFER ANY INVESTMENT ADVICE
Technical Advice from SMSF Specialist Advisor® (SSA) and Fellow member of Taxation Institute of Australia backed up by ethical code of conduct of CPA Australia and National Institute of Accountants; you can be assured that your nest egg will enjoy the best care available in the market place. We provide our services to Individuals who want to set up their DIY super fund and to existing trustees with yearly annual administration of their DIY Super Funds. Some of our specialized services are :-
* Trust Deeds and Amendments to Trust Deeds
* Establishing DIY Super Funds
* Establishing Corporate Trustees
* Full annual Administration of DIY Super Funds
– Financial Statements
– Income Tax Return & Regulatory Return
– Annual Audit
– Member Contribution Statements
* Implementing various strategies for Converting DIY
Super Funds to Pension Phase
* Establishing Pensions for DIY Super Fund Trustees
* Strategies for Transition to Retirement income
streams
* Preparing Trustees’ Individual & Business
(companies, partnerships & trusts) Income tax
Returns
We are independently family owned practice without any financial pressures to sell products to our clients; We do not sell any insurance products or recommend any investments, including commission paying cash management bank accounts.
We have been providing our services since 1995 and currently advise over 450 trustees with their ongoing yearly administration (annual accounts and income tax returns).
All work is carried out by CPA’s & CA’s in-house in our Rydalmere office in Sydney City. We use the latest software and technologies to bring to you an efficient and reliable service. All our work is covered by professional Indemnity Insurance.
Our mission is to provide Australia’s leading self managed superannuation fund tax and accounting services to trustees. Our dedicated staff is committed to the highest standards of excellence. This is our only business; we just have to do it well…