SMSF Advice and Financial Guidance with Chohan Associates
Managing your own superannuation fund can feel overwhelming. With the right advice, you can take control of your financial future confidently. Chohan Associates offers expert guidance in managing Self-Managed Super Funds (SMSFs), helping you make informed decisions while staying compliant with regulations.
Professional SMSF Advice You Can Trust
Handling an SMSF requires attention to detail, expert knowledge of tax laws, and a clear investment strategy. Missteps can lead to compliance issues or underperformance. Chohan Associates brings years of experience in SMSF financial advice, ensuring your investments align with your goals and obligations.
From structuring your fund to optimising returns, we’re here to help you manage your retirement savings effectively.
What’s Included in Our SMSF Services?
Fund Setup and Structuring
Guidance on creating a secure and compliant SMSF from start to finish.
Tax and Compliance
Keep your fund updated with tax laws and ensure reporting deadlines are met without hassle.
Investment Strategy Development
Work with our specialists to build a plan that aligns with your goals and risk tolerance.
Ongoing Financial Advice
Get continued support to monitor, adjust, and improve your SMSF’s performance.
Comprehensive Reviews
Regular reviews to evaluate and adapt your investment strategies.
Estate Planning Support
Ensure your SMSF integrates with your broader estate plan to protect your wealth and beneficiaries.
How We Work with SMSFs
Managing your SMSF is a journey — and we’re with you every step of the way. Our process is tailored to provide clarity, confidence, and compliance throughout.
Initial Consultation
We begin with a detailed session to learn about your financial goals, retirement plans, and what you want from your SMSF.
Strategy Design
Based on your goals, we develop a personalised plan covering compliance, contributions, and investment direction.
Implementation & Support
From setting up or restructuring your fund to managing ongoing tasks, we provide full support to keep your SMSF on track.
Why Choose Professional Guidance for SMSF?
- Setting up and managing a Self-Managed Super Fund (SMSF) involves more than just choosing investments. From compliance to strategy, professional advice ensures your fund is not only legally sound but also working in your best interest. Here’s how expert guidance can make a difference:
- Customised Plans for Your Needs: Every SMSF investor has unique goals. We design clear, actionable strategies to match your objectives.
- Enhanced Compliance: Avoid costly penalties by meeting all ATO requirements. We’ll guide you through regulations so your SMSF stays compliant.
- Optimised Investment Decisions: Make the right choices with expert advice. We identify opportunities and potential risks to maximise your fund’s performance.
- Stress-Free Management: Knowing experts handle your fund’s legal and financial aspects gives you peace of mind.
Frequently Asked Questions
We aim to address some of the most common questions that clients have about the accounting services we offer at Chohan Associates. Whether you’re a new client considering our services or an existing client with queries about our processes, this FAQ can help you gain a better understanding of how we can assist you with your financial needs.
Our team offers an initial consultation to help answer your questions and explain your options. This session helps you understand the basics with no obligations.
Yes, you can access SMSF advice online through video meetings, email or live chat. We support clients across Sydney and other locations.
Call us at 02 9423 3666 or visit www.chohanassociates.com.au to schedule a free consultation.
Look for experienced professionals with strong client reviews. Many Sydney residents trust Chohan Associates for reliable SMSF guidance.
Chohan Associates has a dedicated team of SMSF accountants based in Sydney, ready to guide you with local knowledge.
What Our Clients Say
We pride ourselves on building trust with our clients, here is what a few of them had to say about Chohan Associates.
Contact Us Today
Ready to take control of your SMSF? Get expert advice, stay compliant, and invest with confidence. Call us or request your consultation now!
Call or text us today
02 9423 3666
Send us an email
info@chohanassociates.com.au
Address
Suite 213 Level 2/33 Lexington Dr, Bella Vista NSW 2153