Greenview Accounting Group offers a full SMSF solution from providing advice on the establishment of a SMSF to the ongoing compliance and auditing.

We assist with the day-to-day running of your fund with technical support, consulting, trustee & member education and training.

We can assist with:

Annual & Ongoing Compliance including:-

  • Account preparation – financial statements, member benefit statements, investment reports, etc
  • Tax Planning sessions
  • Minutes of meetings
  • Tax return preparation and lodgment
  • Pension actuarial certificates
  • Audit by an approved independent audito

Specialist SMSF Services:-

  • Establishment of SMSF
  • Estate planning strategies and advice
  • Pension strategies
  • Winding up of SMSF
  • Purchasing Property through SMSF

SMSF advice:-

  • Contributions Strategies
  • Trust deed reviews
  • Change of Individual Trustees to Corporate Trustees

The trustee for Smith Family Discretionary Trust & The trustee for the Keily Family Discretionary Trust trading as Greenview Accounting Group is a Corporate Authorised Representative No.1251644 (‘CAR’) of

GPS Wealth Ltd | ABN 17 005 482 726 | AFSL 254 544 | Australian Credit License 254 544
www.gpswealth.com.au | GPS Wealth Ltd Financial Services Guide | GPS Wealth Ltd Privacy Policy | GPS Wealth Ltd Complaints

 

General Advice Warning and Disclaimer:

The information contained on this webpage has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs. Whilst Greenview Accounting Group is of the view the contents of this webpage is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Greenview Accounting Group or GPS Wealth Ltd or agent or employee of Greenview Accounting Group or GPS Wealth Ltd.

Greenview Accounting Group makes it as easy as A, B, C.

Our proactive business executives are all qualified and highly experienced – they have been through all of the services Greenview Accounting Group offer many times, as such they know the complexities of each in detail. Contact us today to discuss how we can make your life a little easier and assist your business grow

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