Why Choose Fusion Solutions SMSF Accounting Service?

When choosing an SMSF accountant, there are two key ingredients to look for.

  1. A qualified and experienced Self Managed Super Fund team to manage your account
  2. The flexibility of real-time reporting so you can keep track of your investments, any time of the day or night.

Fusion Solutions Self Managed Super Fund Accounting team provide both and more. We provide expert advice on the creation, structure and ongoing management of your fund, all with real-time reporting so you can stay in control of your investments. Most importantly, our service ensures you meet the tax and reporting requirements for SMSF Trustees and Members, allowing you to focus on your investment.

Our SMSF services include:-

  • Preparation of financial accounts and tax returns
  • Taxation advice and planning
  • SMSF audit
  • Insurance needs review*
  • Investment strategy review*
  • Limited recourse borrowing arrangements
  • Estate planning
  • SMSF establishment*
  • Software solutions and support
  • Access to advice regarding superannuation products*

Thinking of Switching SMSF Accountants?

We have a few reasons as to why Fusion Solutions should manage your SMSF accounting needs.

  1. In-house management

    All SMSF management is done purely in-house with no outsourcing to offshore providers. We pride ourselves on our local SMSF management team and work with an Australian-based software system when managing your account, ensuring the safety and integrity of your data.

  2. Seamless audit process

    We provide a seamless SMSF audit process, providing accurate financial records and ensuring your fund is compliant with the superannuation legislation requirements and lodging of statements.

  3. Expert & dedicated SMSF accountants backed by a financial advisory team

    Not only do you have access to an SMSF Accounting team, but one that is backed by a Financial Advisory team. With Fusion Solutions, you get the best of both worlds with advice available on your investments as needed.

  4. Market-leading administration software

    Our SMSF team utilise the leading SMSF cloud-based technology when managing your fund. The system boasts top-level security and storage of client data, as well as being hosted within Australia. Utilising a cloud-based solution means our clients have access to their investments and reporting 24/7. Simply download the app and your SMSF information is at your fingertips.

  5. Real-time reporting, integrations & automations

    Benefit from daily data feeds, daily ASX share prices and live financial statements so Trustees can make real-time informed decisions. The system allows for complete integration and automation with integrated property valuations, actuarial certificates plus dividend, DRP and complex corporate actions. Trustees have full access to check SMSF balances, portfolio valuations and to confirm contributions or pension limits at any time of day.

  6. A local team providing services to clients Australia wide

    For new clients, we encourage you to come and visit us at our Tweed Heads office, or arrange a Zoom meeting to meet with our SMSF team. We are always available via inhouse meetings, phone, email or Zoom to discuss your SMSF and ongoing needs.

If you’d like to discuss your SMSF options, please give our SMSF team a call on 07 5523 3004 or complete an enquiry form and we will be in touch.

* Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.