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SMSF Accreditation
Three (3) of our team members, including TaxSmart Cafe's Director Romulae Gadaoni Jr, are SMSF Association SMSF Specialist Advisors (SSA).
This accreditation reflects high standards of advice and integrity in providing SMSF services.
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SMSF Advice
- Need advice to establish or not to establish an SMSF, or wondering if it is the right time to wind up your SMSF? We can provide you with relevant SMSF advice.
- Gadaoni Advisory Pty Ltd is trading as TaxSmart Cafe and Care Financial Services & Accounting (CFSA), and is an authorised representative (1248571) of Wealth Today Pty Ltd (ABN 62 133 393 263), AFSL 340289.
SMSF Setup
- Establishing a Self Managed Super Fund can be a significant decision to make. We are here to provide a comprehensive service on setting up SMSF, including:
- Making arrangements for the appointment of a trustee
- Creation of a trust and trust deed
- Provision of advice on how to add new trustees and members to an existing SMSF
- Registration of the fund - obtaining ABN and TFN
- Assistance with setting up a bank account for the SMSF
Basic Accumulation Fund
- We can assist with all of your SMSF accounting and tax compliance requirements including:
- preparation of financial statements and member statements of the SMSF on an annual basis;
- Preparation and lodgement of the annual SMSF taxation return;
- Preparation and maintenance of the capital gains tax register and provision of investment reports.
Where the fund has complex investments or there is a large amount of share trading performed, we will provide a competitive quote based on hours required to perform the work.
Account Based, Accumulated or Market-Linked Pension Fund
We can assist with all your SMSF accounting and tax compliance requirements and also including;
- Calculations performed for segregation, part-pension or full pension modes with regards to member balances and the exempt pension deduction.
- Preparation of all minutes and forms required to start, roll over, or maintain the pension as required.
- Liaison with an Approved Actuary as required.
Accounting for GST
Where your fund is registered for GST for a specific reason (such as ownership of commercial property), we can prepare the trial balance and the quarterly or annual GST return and lodge the GST return with the ATO.
We are happy to provide a quote for GST accounting services based on hours required to perform the services.
We are happy to provide a quote for GST accounting services based on hours required to perform the services.