Wealth Creation

Beyond Taxation can offer you advice to grow wealth in a tax efficient way, developing you a powerful strategy that will pay dividends year after year.

  • Wealth Strategy and investment advice

  • Superannuation contribution strategies and taxation advice

  • SMSF Property limited recourse borrowing arrangements advice

  • Transition to retirement strategies and pension commencement

  • SMSF set up, registration, and administration

  • Preparation of financial reports and annual income tax returns

  • Managing compliance requirements including audits, trust deeds and death benefit nominations

SMSF Real time Accounting and Reporting

We use Class Super online cloud accounting software, which allows you to easily access your super fund investments any time you need..

  • Up-to-date market information including pricing, asset allocation distributions, dividends, etc.

  • Fully automated transactional data feeds from banks, brokers and wraps

  • Review your total pension payments and superannuation contributions year to date

  • Pro-active assistance in optimising tax components when benefits are paid or restructured

What if you could retire early . . . safely knowing that your Self-Managed Super Fund (SMSF) is working for you?

Beyond Taxation offers a complete solution to advising, assisting and helping you set up your SMSF. Our team is dedicated to the success of your SMSF. A well managed SMSF can deliver for you greater returns well into retirement and free you from the financial stress of mortgages and debts. Retire wealthy, successful and secure with these four simple tasks:

  • Get Super Working for You

    With a Self-Managed Super Fund, you can gain more direct and greater control of you long-term finances and access unique opportunities in tax control, estate planning, and asset protection.

  • Offload the Admin

    Administration, compliance and general management of your SMSF can be thoroughly handled by our experts at Beyond Taxation. Let our staff organise your tax returns, annual audits, keep on top of day-to-day paperwork and assist with compliance. We offer a managed service to assist you when and where you need it most.

  • Invest how You want

    Choose only the investments that work for you, the way you want them to. Take charge and focus on the most important aspects of your investment strategy.

  • Get Expert Advice

    Beyond Taxation offers a thorough service and are on-call to help. You can rely on us to assist, whether it is for advice on property investments, strategies, or if you just need to cross-check something with our team.

Look further...

Beyond SMSF Services Pty Ltd, ABN 50 638 637 297, is a Corporate Authorised Representative of Merit Wealth Pty Ltd, Australian Financial Services License Number 409361, ABN 89 125 557 002

Privacy Statement

View our Financial Services Guide

Achieve greater control over your long-term finances. Guide your own investment decisions with SMSFs.

Leverage our wealth creation knowledge and get in touch with one of our team of experts today.

Testimonials

logo

Jeremy Carter

CEO, Rapport Leadership International

Joy looks after my SMSF accounting. I have found her to provide a friendly, knowledgeable and good value service. High integrity and professional, I would recommend Beyond Taxation to others.

Call us today to secure your obligation free consultation

Scroll to Top