Want an SMSF Accountant? Find Accountants in Fortitude Valley

If you’re planning for retirement, you may be interested in considering setting up an SMSF. SMSFs are superannuation trust structures that pay out to their retired members, who are also their trustees. This is the distinguishing feature of an SMSF, which offers its members much higher levels of asset control than other so-called “super funds”. Setting up and maintaining an SMSF isn’t necessarily an easy thing to do, though, and it always helps to have some professional assistance, especially when it comes to number crunching. That’s why it’s always a good idea to have an SMSF accountant for your Fortitude Valley trust.

Fortitude Valley SMSF accountants aren’t exactly a dime a dozen, though. Handling an SMSF requires considerable financial expertise, and not everybody is qualified to do it—in fact, you need to have an exclusive license from the Australian Financial Service before you’re legally able to offer your services as an SMSF accountant at all. It is, therefore, important to choose a Fortitude Valley SMSF accountant with the proper credentials. If you don’t, you might wind up paying somebody to handle your retirement plan who has no idea what they’re doing, and that’s not the kind of risk you can afford to take.

Lee and Associates Accountants are some of the most experienced in the area and are located just steps from the Fortitude Valley station. With over 50 years of combined experience, we’re efficient as well as convenient. We’re also deeply committed to performing our services promptly so that you can get everything you need well in advance of the time you’ll need it. As a small but focused firm, we’re also capable of achieving results without large overhead costs, which allows us to offer effective but affordable services to all our clients.

What Do SMSF Accountants in Fortitude Valley Do?

SMSFs are ideal for their members, but they do require a sizeable amount of work. Fortunately, we’re qualified to take care of even the most challenging aspects of managing an SMSF—namely, keeping track of all the numbers. Everyone in our office is a fully certified accountant, familiar with all the necessary protocols and procedures to ensure the responsible handling of your assets. We’re also able and available to provide you with information about compliance with laws and regulations governing SMSFs so that you’re always aware of how to proceed responsibly when seeking advice for your investments.

Book an Appointment with us Quickly and Easily

We’re always ready to take on new clients at Lee and Associates, so don’t be shy. If you’re planning for retirement and want to make sure everything is organised and accounted for (pun intended), you’ll want to trust us with the job. Call us today for more information on how we can help you. Dealing with finances is never easy, but it can feel that way when you trust professionals to take care of the hard part. We’re ready to be those professionals.