Accounting, Taxation
& SMSF Specialists

Self Managed Super Funds

Self managed super funds are another way of saving for retirement and can provide clients flexibility and control over their superannuation savings while achieving their future lifestyle goals.
Not many accountants specialise in SMSFs. We do! Nutwood Partners provides a complete SMSF service including financial reporting, tax return lodgement, arranging the annual audit, keeping member records, calculating pensions and anything else required over the life of the fund with the help of our extensive networks.

Our SMSF Services include:

Establishing a new SMSF:

  • Arranging the Corporate Trustee, SMSF Trust Deed and all associated documents
  • ABN and TFN Application

Year End Reporting

  • Preparation of Financial Statements, Income Tax and Regulatory Return
  • Arranging the Financial and Compliance Audit with an independent ASIC Approved SMSF Auditor
  • Updating Pension calculations, PAYG reporting and arranging the Actuarial Certificate

Ongoing Requirements

  • Fund conversion from Accumulation to an Account Based Pension or TRIS
  • Tax calculations and document preparation for lump sum, pension payments and rollovers
  • Quarterly Business Activity Statements if applicable

  • Trust Deed Amendments
  • Assistance with documentation for Limited Recourse Borrowing Arrangements for property purchases

  • ASIC corporate secretarial requirements
  • SMSF advice on establishing, winding up, contributing, taking a lump sum,  borrowing or commencing a pension can be arranged through our professional networks
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