BBmy 2cif your'e confident / competent to make the investment...

  1. 165 Posts.
    BB

    my 2c

    if your'e confident / competent to make the investment decisions, administering the paperwork during the year is pretty simple

    a good accountant is a good place to start (biased of course as i'm an accountant that does nothing other than assist in all facets of smsf's)

    as noted, looking after the investments and paperwork during the year is too easy

    99% of people still need an accountant to prepare the financials / lodge tax return / organise the audit and ensure compliance matters are sorted - a really good accountant will assist / advise on structures etc to create a more tax beneficial outcome

    just be careful with providers offering services to look after your affairs during the year for a % of funds under management - unless you like giving money away (i'd rather offer that to a good charity)

    cheers

    mk
 
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.