Superannuation & investments

By: Bridge Accounting & Taxation Services  07-Jun-2011
Keywords: Accounting, Accounting & Bookkeeping Services, Taxation

Self Managed Superannuation Fund (SMSF) comes with responsibilities and legal obligations, however at the same time it gives trustees opportunities and control over their investments. Trustees can choose their investments including property and shares. Also a SMSF can use special loan to borrow and gear property as part of the investment strategy. At Bridge Accounting & Taxation we can help you with your retirement and transition to retirement benefits calculations and pension strategies to take advantage of tax concessions and also assist you to run your superannuation fund efficiently. We can advise you on your reporting obligations and on various other issues related to your superannuation fund. Our services include superannuation fund establishment, completion of annual audit, preparation of financial statements and tax return.  
We provide share portfolio record keeping and extensive investments reporting such as:
- investment income including dividend reinvestment plans:
- profit & loss calculations on disposal of assets 
- capital gains tax calculations and optimisation
- GST reporting

Keywords: Accounting, Accounting & Bookkeeping Services, Accounting & Tax Services, Business Planning, Self Managed Superannuation Fund, Taxation

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Other products and services from Bridge Accounting & Taxation Services


Self Managed Superannuation Fund

 We offer DIY superannuation fund set–up, preparation, advice and audit. Preparation of pension documents and retirement strategies. At Bridge our approach


Business Services

We offer personalised professional, cost effective services at your convenience.


Investment Management

- share portfolio management and reporting - tax effect and capital gains tax calculations