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Superannuation Packages

A Self-Managed Superannuation Fund (SMSF) gives you greater control and flexibility over your retirement savings, allowing you to make strategic investment decisions that align with your financial goals.

Tailored financial strategies, backed by expert partnership.

At Kristallis accounting, we believe in a personalised approach to financial advice and superannuation services. That’s why we work alongside John Gregoire of Abacus Wealth Solutions, right from our Leichhardt office. John and his team provide expert guidance to ensure your policies and investments are regularly reviewed, keeping your financial strategies aligned with your evolving goals.

Compliance Package

Simplify your SMSF management with our premium compliance package, delivering expert handling of all regulatory requirements, transparent financial reporting, and meticulous audit processes, giving you clarity and peace of mind.

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Assignment of a Kristallis accountant dedicated to your SMSF

Financial Reports

Income Tax Return

Investment Register

Audit of Financial Reports

Audit Contravention Reporting

Telephone discussions throughout the year

Meeting with Andrew Kristallis to review and sign the financial reports and income tax return

FAQs

  • An SMSF is a private superannuation fund that you manage yourself, rather than relying on a retail or industry super fund. It allows you to make investment decisions, control your retirement savings, and tailor your strategy to suit your financial goals. However, SMSFs come with strict compliance obligations, so expert advice is essential.

  • An SMSF provides greater control over your investments, tax strategies, and retirement planning. You can choose how your super is invested, reduce costs by pooling funds with up to six members, and have more flexibility in estate planning.

  • An SMSF is best suited for individuals who want more control over their retirement savings, have the time to manage compliance obligations, and are comfortable making investment decisions. If you’re unsure, our team at Kristallis accounting can assess your financial situation and provide expert advice.

  • As an SMSF trustee, you’re responsible for managing the fund in accordance with superannuation laws. This includes keeping records, preparing financial statements, lodging annual tax returns, and ensuring investments comply with regulations. Non-compliance can lead to penalties, so professional support is recommended.

  • SMSFs benefit from concessional tax treatment, with a maximum tax rate of 15% on income and capital gains. When in the pension phase, eligible withdrawals can be tax-free. Strategic tax planning can further optimise these benefits.

  • Yes, an SMSF can invest in residential and commercial property, provided it complies with super laws. SMSFs can also use a Limited Recourse Borrowing Arrangement (LRBA) to finance property purchases. However, strict rules apply, and it’s essential to seek professional guidance before proceeding.

  • Setting up an SMSF involves creating a trust, appointing trustees, drafting a trust deed, registering with the ATO, and setting up a separate bank account. Costs include setup fees, ongoing compliance costs, and investment-related expenses. At Kristallis accounting, we provide transparent fixed-fee packages to ensure your SMSF is structured efficiently.

Our Services

Get the accounting support you need to stay compliant and grow your business.

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Accounting

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Superannuation

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Individual Tax Returns

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Structuring Advice

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Fixed-Fee Packages

Experts by your side.

We collaborate with trusted specialists to ensure you receive the most up-to-date and informed advice for your business.

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  • Andrew Kristallis runs a superb accounting business: - highly knowledgeable and professional - excellent use of technology to keep costs down while maximising service levels - a great team leader - all the Kristallis staff are there for the customer. Having used Kristallis extensively for personal, company, trust, and self-managed superannuation, I give them a 10 out of 10.

  • I have been with Andrew and his team for over 10 years. Great knowledge and experience. I would highly recommend him and his team.

    Sandra

  • Andrew and the team at Kristallis were instrumental in the complete startup and ongoing accountancy of my successful small business. Their knowledge and service gave me peace of mind to concentrate on other aspects of my business and also gave me guidance when required. I highly recommend Kristallis to anyone in a heartbeat!

    Evan

  • I have found Andrew and his team to be very professional in all the time I have been dealing with them. Having a team around them of Financial Planner, Conveyancer, Bookkeeping services and Mortgage Broking is also a big plus. Highly recommended.

    Michael

  • Andrew Kristallis is a passionate and dedicated professional advisor with the highest integrity. He is hardworking, honest, and truly cares about his clients. His focus is always on delivering exceptional advice and service. Wishing him and his team continued success.

    Anthea

  • Con Kristallis has taken care of me and my company for the past 35 odd years... I am not an easy client but his patience and kindness is boundless and I am happy to say he has passed these qualities on to his sons, in particular Andrew Kristallis, who has modernised the accounting firm with integrity and friendship... You know this is true as they have the most loyal and kind employees and have retained the personal touch and the ideals of 'quality' which is rare in this increasingly digital and impersonal world. Bravo!

    E.D.