If you’re a Blue Mountains resident looking to make the next step in taking charge of your finances, an SMSF (Self Managed Super Fund) might be for you. SMSFs are designed for individuals who want to control their own Superannuation fund by choosing how their money is invested.
At Hurley & Powell Accountants, we’re able to guide you through the process of setting up an SMSF and teach you how to best use it long-term. We understand that Superannuation can be confusing. Setting up a Self Managed Super Fund is something you’ll want to get right so that you can have confidence in your finances when the time comes to retire.
Helping Blue Mountains residents with their SMSF
The Blue Mountains is an expansive stretch of scenic landscape in NSW, renowned for its stunning natural formations and small, charming towns. It’s a creative and vibrant region and is home to many individuals who may wish to take control of their Superannuation by setting up an SMSF.
If you’re a Blue Mountains resident who wishes to take this step, the team of SMSF Accountants at Hurley & Powell can help you out by ensuring your Super Fund is set up correctly and in a way that helps you on the way to achieving your financial goals.
Our SMSF Blue Mountains Process
If you’re interested in opening a Self Managed Super Fund, the first step is to determine if it’s the right option for you. You can do this by discussing your current situation and goals with your trusted financial planner. If you’re unsure who to see, we’re able to refer you to someone who can help you out.
Once you’ve determined that an SMSF is a good fit for you, give us a call and we’ll book in an appointment where we can walk you through the whole process. We will establish the fund, guide you in the administration of the fund, prepare the annual tax return and arrange the annual audit of the fund.
We can help you with all aspects of running a Self Managed Super Fund, including:
- Setting up your SMSF
- Transferring Super from your existing commercial fund
- Coming up with a good investment strategy
- Borrowing to invest in property
Other accounting services
We also offer a range of services beyond SMSF accounting. These services are available to anyone in the Blue Mountains and surrounding areas.
We can provide assistance with:
- Completion of tax returns
- Workers Compensation Declarations
- Fringe benefits tax
- Property investment advice
- Small business accounting
Where to find our SMSF Accountants
Hurley & Powell Accountants is conveniently located in the heart of Penrith. Our office is easily accessible to Blue Mountains residents, being only a short drive away with plenty of on-street parking.
We are also easily accessible by train and are a short walk from Penrith Station, Penrith Plaza and nearby bus stops.
Get in touch with our SMSF Blue Mountains Team
For more information on how we can help with your Self Managed Super Fund, get in touch with the friendly team at Hurley & Powell Accountants on 02 4732 1026. We’d love to help you make the most of your super fund.
