Self Managed Super Funds (SMSF)

Accounting for Self Managed Super Funds

A Self Managed Superannuation Fund, as the name suggests, is a trust entity that provides benefits to up to 4 members reaching retirement age. Like other business entities, a trust has special compliance requirements for tax such as an SMSF tax return and an SMSF auditors report.

SMSF has become popular lately due to its’ tax-effective nature in retirement planning but should be carefully considered with an accountant before diving in.

What kind of assets can your SMSF own?

Commercial or residential real estate
Shares
Cash and term deposits
Managed funds
Commodities

The Swinstead Approach

Julia has a reliable track record working with a diverse range of clients including FIFO workers, tradespeople, home based businesses, freelance businesses, personal service businesses, family trusts, companies, partnerships, not for profits and sole traders to mention a few.

Swinstead Accounting is fully insured and when working with Julia, you can expect honesty, reliability, punctuality and adherence to deadlines. You can also enjoy the flexibility that comes when working with a mobile accountant with an emphasis placed on consistent and clear communication.

Qualified mobile CPA, best Master of Accounting at Curtin University
Expert at major accounting packages including Xero, MYOB and QuickBooks

Experienced in auditing and managing over 50 SMSF entities
Fund agnostic – not tied to any type of fund and may advise against SMSF if not suitable

Toby Keen
As a small business sole trader, I am so happy to have found Julia as my accountant as she asks the right questions and understands what I do so the whole tax return prep process was seemless and quick. She is highly experienced, professional and really knows the inside out of tax so i feel that I'm in good hands. Thank you!
Helen-Ann Versteeg
Julia is hard working, honest & generous -- One lovely lady!
Sandy Cream
Julia has been my accountant for almost a year now.
She has made it that I am in touch with my business now.
My books are all correct and I feel really good having control over the numbers.
I highly recommend Julia.
I can’t thanks her enough for how professional and how passionate she is at wanting to help me succeed.
Paul Webster
Julia Swinstead doesn't only care about the numbers, she cares about people too. She will work hard to get the best outcome for you. Highly recommend.
Fiona Johnson
Julia provides an informative, professional and helpful service. Highly recommended!!
Jackie Campbell
If you are looking for an accountant who is not only meticulous in her work but you can also ask any financial question that is bothering you without feeling like a dummy and get a terrific explanation, in english, the Julia is definitely the accountant for you !!!
Debbie Aylmore
Julia is a knowledgeable and thorough accountant who listens to her clients. Highly recommend
Lisa Kniebe
Julia is my financial rock!

As a writer & creative numbers are not my thing. I’d tried to set myself up with simple bookkeeping systems, but I found myself in a mess at the end of this financial year! In fact, I’d given up using Quickbooks and had gone back to a spreadsheet as I didn’t now how to untangle the knots I’d created!

Then along came Julia...

Her pragmatic approach soon had everything sorted out and now I know exactly where I am.

Highly recommend her for all your bookkeeping and accounting needs.
Julian Dyer
Julia, thanks for all your help with tax returns, accounting and company structure advice. Also, a tip of the hat for always being prompt to get on the phone to help me resolve issues with my bookkeeping. I now, finally, have full confidence that my finances are systemised and I'm in a position to scale up without the unexpected growing pains.

Oh, and if anyone is wondering, yes - having a mobile accountant is awesome.
Brown Hackett
Julia is very professional and a pleasure to deal with, I am lucky to have her as my Accountant. Gary
Paul Ewbank
Julia has done wonders she has sorted out many issues my last accountant missed and I can’t thank her enough. In life they say u need a good accountant and hey I have found her !!