Superfunds

Horizon Accountants & Advisory: our role is to understand YOUR retirement goals
and help you to achieve them with a Self-Managed Superannuation Fund (SMSF).

Benefits of Self-Managed Super Funds (SMSF):

Greater control & visibility over your investments
Flexibility to implement tax planning strategies
Option to hold your business premises
Greater investment choice
Pooling of family assets
Flexible Estate Planning



Should YOU have a Self-Managed Super Fund?

Some questions to consider:

Q: Do you & the other members of the fund have a combined $250,000 in superannuation savings to begin the fund?
Q: Do you have strong investment knowledge or would you like someone to suggest investment strategy?
Q: Are you willing to learn & stay abreast of regulatory changes?

If you answered yes to all the questions above, an SMSF may be suitable for you.

Our core areas of expertise include:


SMSF Services
✔ Setup of your individually named Self-Managed Super Fund

✔ Compliance Administration & Taxation

✔ Tax Planning Strategies

✔ Investment Choices

✔ Audit




SMSF Audit Services

We provide SMSF Audit Services to a range of Accounting firms
who look after the compliance administration & taxation for their clients and do not have the internal expertise to provide Audit services.

Contact us for a free no obligation chat about how
we may be able to help YOU

ACCOUNTING & TAX

 

Advice & compliance simplified and tailored to your specific needs.

BUSINESS ADVISORY

 

Manage your complete financial universe for both you, your business and your family.

BOOKKEEPING

 

Ensuring business’ transactions have been recorded accurately & timely.