Self Managed Superannuation Funds (SMSFs)

How can we help?

Self managed superannuation funds (SMSF) have fast become the largest sector of the superannuation industry with approximately 550,000 funds at the end of June 2014. This growth in the market is due to the flexibility, control and cost savings that a SMSF can provide.

Craig Duly is a designated SMSF specialist with Chartered Accountants Australia and New Zealand can assist you with all your SMSF needs from the creation of the structure, attending to your compliance requirements and advice on how to maximise the benefits that can be obtained from having your own SMSF.

Our services

Why choose us?

Duly & Associates provide a personalised tax and accounting service to SMEs, professionals, high and medium net worth individuals and self managed superannuation funds (SMSFs). We understand your financial requirements, and can help you navigate and find the best solutions.

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Preparation of financial statements

Should you require a set of financial statements prepared for various purposes including: business sale, tax compliance, management reporting, submission to financial institutions or any other purposes, we can assist with your reporting requirements.

Business valuation

If you looking to acquire a new business, wanting to sell your existing business or require a market valuation for restructuring purposes, we can help you by providing an independent valuation that will assist with your needs.

Establishing new structures

Understanding the correct structure for your needs is a crucial decision for any business transaction. Duly & Associates can help you understand the merits of each structure, to provide advice on what is best suited to your needs and circumstances.

We can also attend to the creation of any new structure, be it a company, trust, self managed superannuation fund or partnership, ensuring it is compliant.

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