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SMSF Tax Return

SMSF Tax Return

NEW WAVE ACCOUNTING & BUSINESS ADVISORY
Get in touch with our team!

At New Wave, our accountants can help you with your SMSF tax returns. We will ensure you are fully complying with ATO regulations and laws while maximising your returns.

Book a free call today.

What is an SMSF Tax Return?

An SMSF tax return is an annual obligation for all Self-Managed Super Funds in Australia. It involves lodging an SMSF Annual Return to the Australian Taxation Office (ATO), which serves as an income tax return, a regulatory return, and a member contributions statement rolled into one.

Getting your SMSF tax return right is important

Your annual SMSF tax return is an essential part of maintaining your fund’s compliance with ATO regulations, providing information about the fund’s financial status, its adherence to super rules, and the amount of super contributions made for each member. 

Accuracy in your SMSF tax return is critical as errors can lead to penalties from the ATO and potentially jeopardise the financial health of your fund.

Why you need an SMSF Tax Accountant

SMSF tax returns can be overwhelming without the right guidance. It’s not just about crunching numbers; it’s about understanding complex laws, meeting regulatory requirements, and optimising opportunities. That’s where a dedicated SMSF tax accountant comes in.

Our experienced accountants and advisors can help save you time, reduce potential stress, and ensure your SMSF operates within the boundaries of compliance. And, more than that – our team can also offer strategic advice to help maximise your SMSF’s performance and potential tax benefits.

The New Wave Approach to SMSF Tax Returns

As a multi-disciplinary firm, our team are more than just accountants—we are advisors who are committed to providing you with a transparent and comprehensive service.

Our process and approach involve a thorough understanding of you and your SMSF, from SMSF setup to ongoing help and management. This in-depth knowledge allows us to provide tailored advice, find tax savings that may be overlooked, ensure you’re claiming all eligible deductions, and advise on contribution strategies.

Our primary goal is to assist you in avoiding compliance pitfalls, ensuring that your SMSF tax return is accurate and beneficial to your fund’s growth.

Our SMSF Tax Accountants Are

  • Transparent: We offer fixed-fee price packages with no hidden costs.
  • Proactive: We don’t just file tax returns; we strategise to optimise your SMSF’s performance.
  • Comprehensive: We provide an all-in-one service to keep everything simple and cohesive.
  • Customer-centric: We prioritise client communication and aim to deliver peace of mind.

Our SMSF accountants want to make your SMSF tax return process seamless and stress-free, providing you with peace of mind and a performing super fund. And as fanatical communicators, we’re not just available at tax time, but all year round, committed to guiding and assisting you in managing your SMSF effectively.

Get in touch for today

Get in touch with our team today for a consultation or for more information about our SMSF tax return services. 

We’re here to help you make the most of your SMSF, ensuring your funds compliance while working towards its growth. You can reach us through our contact form, email, or phone. Book an appointment today.

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NEW WAVE ACCOUNTING & BUSINESS ADVISORY
Get in touch with our team!

Frequently asked questions

Each year, New Wave hosts a Charity Golf Day gathering Gold Coast business owners and professionals together to raise money and support local causes – see video of our latest event below. Our next event is currently scheduled for 2023. If you are interested in attending or want to get involved with sponsorships, get in touch with our office 07 5504 1999.

New Wave Accountants and Business Advisory is a modern accounting firm providing tailored business solutions to businesses on the Gold Coast and across Australia. We assist clients with: Accounting, Business Review, Cloud Software, Business Setup, Tax, BAS Compliance, Business Advisory & Growth, Management Accounting, and Virtual CFO services. At New Wave, our mission is to empower, excite, and build confidence in small businesses by providing clarity in their figures.

We do not currently offer tax returns for individuals only as we primarily support small to medium sized businesses. However, an individual’s tax return will be prepared by us if they have a business structure.

As Business Advisors, we don’t just focus on tax, but look at ‘out of the box’ strategies to start, grow, and scale our client’s businesses. We provide world class communication both internally and towards our clients.

  • We have saved more than $3.5 million in tax for our clients over the last 12 months
  • We are not your Traditional Dinosaur Accountant
  • We don’t charge by the hour
  • We specialise in Small Business

We are RESULTS DRIVEN Accountants. We are passionate about small businesses, and we truly believe we are making a difference through not only changing our clients’ lives but also the lives of our team members. We offer more than just tax but look further into how to improve profits, save tax, and maximise cashflow

Every business is different and therefore has unique requirements. You can start by booking a free initial consultation with one of our Accountants/Business Advisors to help us understand your requirements and come up with a plan to assist you and your business needs. To book a free consultation, please contact our reception on 07 5504 1999.

We understand small businesses and have worked with over 800+ businesses across various industries. We also provide tailored services for specific niches such as Ecommerce, Construction, Medical, and Allied Health.

We offer a $150+GST for 30-minute initial consultation with one of our Accountants / Business Advisors. To book, please contact our reception on 07 5504 1999.

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At the end of the day, and by the end of this book, you will have an understanding of how and why you should invest in minimising your tax and making the most of your business.

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