How it works
Making a decision to set up a Self-Managed Super Fund requires consideration of your personal financial situation. Working with Letcher Moroney Financial Services (LMFS) we can assist with this process and help set up your new SMSF quickly and efficiently. Your SMSF administration, audit and tax obligations are taken care of by our locally based team.
Together with LMFS we can structure your superannuation to tailor your life goals and values and assist with your estate planning needs. LMFS and our SMSF Specialist team can identify tax planning and strategic opportunities and guide you with your reporting and compliance obligations. With all the tax benefits available to superannuation funds, there is a high level of government regulation. We will ensure all requirements are met to ensure the concessionally taxed structure of your SMSF is not compromised.
To learn more about Letcher Moroney’s Self Manged Superannuation services please give us a call on 08 8361 0200 or send through an enquiry via our contact form.
• Superannuation taxation advice
• Preparation of financial statements and member statements
• Income tax returns
• Attending to superannuation fund administration requirements
• Audit of superannuation funds.
“I have been a client of Letcher Moroney for over 20 years now and they have provided me with nothing but outstanding service over that period. Their advice is always precise, detailed and presented in a way that your average person can understand and they have always had my best interests at heart. Beyond their accounting work they have been there to celebrate with me in the good times but they have also provided much needed support in the tough times.”
“I have had a long-term relationship with Letcher Moroney Chartered Accountants who have a great understanding of my business and personal affairs.
I receive outstanding support and appreciate the ability to directly deal with the key people at the firm.
I have complete confidence my tax and business affairs are being taken care of which gives me the ability to concentrate on running my business.”
“Letcher Moroney and in particular Tom Smith have been extremely helpful and very professional in the services they have provided to us as individuals and to our business. Tom has gone above and beyond as an Accountant and is always on hand to offer advice. We would highly recommend Letcher Moroney.”