At Financially Sorted, we specialise in understanding whether an SMSF can add value for our clients.

We offer a full establishment and management service, as well as providing comprehensive services to SMSF trustees and members to help ensure their fund is compliant, tax effective and cost effective – whether they are in accumulation or pension phase.

This gives our clients the confidence their fund will help them to achieve their goal of a financially comfortable retirement.

  • Assessing whether a SMSF is suited to your circumstances and goals ^
  • Establishing new SMSFs
  • Arranging the preparation and implementation of your SMSF investment strategy^
  • Arranging the preparation and implementation of your SMSF life insurance strategy^
  • Preparing your SMSF financial statements & taxation return
  • Arranging the audit of your SMSF by an approved auditor
  • Preparing member benefits & tax statements
  • Obtaining the actuarial certificate and preparing payment summaries, where required
  • Managing correspondence with the Australian Taxation Office, where required
  • Winding up an SMSF if it is no longer suited to your circumstances and goals^
Talk to us today about how we can help...

^ Providing advice about establishing, maintaining and winding up a SMSF is a licensed function, which Dasith Monnekulame provides as an Authorised Representative of Australian Unity Personal Financial Services (ABN 26 098 725 145) AFS Licence No. 234459 114 Albert Road, South Melbourne VIC 3205.