A trustee of your SMSF, you are legally need to manage your fund regularly. DDO Accountants shall guide you through the legal compliance and managed your SMSF to make sure as a trustee you are doing it correctly.
While most like to make their own investment decisions, DDO Accountants make sure that you are managing it in accordance with the SMSF legislation, your money is in the most efficient structure and your assets in investments are performed in best tax effective manner.
DDO Accountants advise you on options, assets allocations and devise investment strategies which may not be in the super fund structure based on your personal needs and to serve you best interests.
DDO Accountants will though through your estate planning needs and how best to transfer your residual wealth and whom you wish to have it. With the cash flow management and tax efficiencies mind, our accountants advise you on the level of contributions to make each tax year, when to start or when to recommence pensions and amount of payments to be made to serve you best.*Client mentoring is conducted in our office or via Skype© Share Screen

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