SMSF Setup

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Testimonials

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Craig and the team at Waterson Accounting have been an invaluable addition and asset to our growing business. We have developed a close and trusted working relationship with Craig. He provides timely, valuable and considered service and advice that has helped our bottom line and given us greater control and confidence over our business

Ben & Amber Clohesy, Directors, Down To The Woods www.downtothewoods.com.au
Craig has supported us through the entire setup of our business and has made all accounting related matters clear and easy to understand. It has been an absolute pleasure working with Craig and we look forward to many more years to come.

Nicola & Tessa Pollock, aHead Hair & Beauty www.aheadhb.com
Waterson Accounting has been instrumental in both the growth and development of my business and personal financial situation. After previously dealing with an accounting firm that was trying to push high priced financial products onto me, it is refreshing to deal with an honest, straight shooter. I would highly recommend the services of Waterson accounting and do so to our clients

Marcus Tarrant, Business Planning HQ

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SELF MANAGED SUPER – SETUP

A number of decisions should be considered in the SMSF setup phase. Will the Fund have Individual Trustees or a Corporate Trustee? What assets is the Fund able to invest in? Is GST registration required? Is a Bare Trust required? We take the time to explain the implications of decisions made in the setup phase to clients before those decisions are made. By doing this we find that clients are more confident and competent in fulfilling their role as trustee or director.
Waterson Accounting will help you with all setup tasks including preparation of all necessary documentation to assist in setting up the SMSF, including:

Trust Deeds
Minutes and resolutions
Trustee consents
Business registrations (ABN, TFN, and GST (if applicable)