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By The Numbers Accounting Services

Self Managed Super Fund Management

With expert set up and support, we’ll take the time and hassle out of managing your Self Managed Super Fund (SMSF.)

We offer a fully personalised service with fixed-fee pricing.  We use SMSF documentation that incorporates the latest legislative changes and systems that enable real-time reporting of valuations, transactions and member balances and monitoring of contributions to ensure you stay within the relevant caps.

From establishment to wind up, our team can prepare, assist and explain all aspects of having an SMSF.  Contact us to learn more.

SETUP SMSF

Our basic business accounting package which will suit a small business with an uncomplicated compliance structure.

  • Establishment and registration of SMSF Trust
  • Establishment and registration of Special Purpose Corporate Trustee Company
  • Establishment of SMSF governing rules
  • Establishment and registration of investment strategy
  • Submission of “Election to be regulated” Compliance statement
  • Establishment of accounts with service providers
  • Set up of Bare Trust and Bare trustee when required for the purchase of property (additional charges apply)
  • Registration with Australian Tax Office
  • Rollover of other superannuation funds into SMSF

MANAGE SMSF

Our basic business accounting package which will suit a small business with an uncomplicated compliance structure.

  • A flat-rate fee doesn’t increase with your super balance
  • 24/7 access to IWSMSF’s online SMSF Management Portal
  • Business hour access to IWSMSF’s technical experts
  • Annual compliance, administration and maintenance of SMSF
  • Annual preparation ATO Compliant Financial Statements & Tax Returns
  • Consultation with an External Auditor
  • Audit Fees are an additional charge
  • Annual ASIC return of Special Purpose Company

Fixed Price Packages

Enquire about our Self Managed Super Fund Packages

$million: 0.5
$million: 0.5

Business Accounting / Compliance / Taxation

Xero Training & Consulting

Investors & Individuals

Self Managed Super Funds

Vehicle & Equipment Finance

Bookkeeping & Payroll Services

Ready to discuss your Self Managed Superannuation Fund requirements?

Call our team today

By The Numbers has merged with The Gild Group

We have merged with The Gild Group not only because we offer compatible services that both businesses feel will add to how we can help clients like you, but also because we both have the same philosophical approach. We both believe our clients have fantastic vision and ability – our job is to handle all the complications around money so you can focus on what you do best: bringing that vision to life.

Our existing Yarraville office, and team, will continue to operate, with Yarraville becoming the new western hub for The Gild Group and running the national Gild Essentials division from Yarraville.

Our clients will continue to receive the full suite of By the Number services, and in addition will have access to The Gild Group’s deep, integrated expertise across bookkeeping, credit, finance and wealth management that allows us to offer a holistic approach to your total financial landscape.