We Handle All Things SMSF!
Pine SMSF is a highly experienced and extensively qualified group of Self-Managed Super Fund Professionals. We proudly offer a cost-effective, timely, and personalised services for SMSF trustees and members. Specialising in SMSF Setup, Investment Strategy and Advice, Strategic Accounting, Auditing and Compliance, you can be assured that we have every aspect under control. From initial setup through to continued operation, we have all your SMSF needs completely sorted by our team. Our company mission is to make owning your SMSF as easy and simple as possible. Working with Pine SMSF allows you to reap the many benefits of bringing all SMSF operations and requirements under one organisation. With all specialists working together, we collaborate to offer you great advice, personalised accounting, and compliance so you can enjoy maximum benefit upon reaching your retirement.
why choose pine?
All SMSF specialists in house so there is only one point of contact for all your SMSF needs
What an advantage, having all your SMSF Specialists in one place. This really makes setting up your Self-Managed Super Fund and continued operation of your fund “a piece of cake”. No more running around to different organisations to get all of the parts of the puzzle to fit together. With Pine SMSF it’s all under the one roof.
Highly experienced accountants and advisors
Hamza Maqbool, SMSF Specialist, business owner and driving force of Pine SMSF. Hamza’s qualifications include: Certified Practising Accountant (CPA), Master of Business Administration (MBA), Registered Tax Agent, Registered SMSF Auditor, University of Western Australia Graduate, and London School of Economics- Investment Economics Course Graduate. Hamza, Ryne, and Jacques are your SMSF Specialists. A dedicated client focused team of professionals.
Low overheads and low fees
Because all your SMSF specialists and advisors are in one place, that means you benefit and save with Low Overheads and Low Fees through cost-effective, timely, and personalised SMSF management, advice, and compliance. We remove the need for you having to source out separate organisations, therefore reducing your outlays, and eliminating duplication of costs.
Personalised and Strategic Accounting
Accounting is not a one size fits all. At Pine SMSF we employ personalised tax effective strategies. We take a look-forward, pro-active approach to add value and minimise costs, rather than dealing with events once occurred. We use a number of strategies to correctly time and record events, such as contributions, asset purchases and redemptions, withdrawals, and more.
Our services
SMSF Compliance
Our independent SMSF auditor and essential part of the overall process to ensure your Self-Managed Super Fund remains compliant. Jacques experience spans more than 12 years, and he is charged with auditing all SMSF’s under our administration. His focus is on delivering a cost-effective service with fast turnaround times.
SMSF Setup
Pine SMSF makes establishing your SMSF simple and uncomplicated by arranging all of the following: Statement of Advice (SOA), Superannuation Trust Deeds, Fund Tax File Number Applications, Australian Business Number Applications, ATO Trustee Declarations, Resolutions to establish a SMSF, Notice of Election to become a Regulated Fund, Minutes and Membership Application Forms, Notification of Beneficiaries Form and Rollover Documentation.
SMSF Advice
Our financial planners can help with the following: Investment Strategy to grow your super for retirement, Binding Death Nominations to advise trustees who receives superannuation death benefits, Retirement Planning to achieve your retirement goals, Wills and Estate Planning to clarify your wishes and who receives assets upon your death, plus Borrowing to enable your SMSF to purchase certain assets.
SMSF Audits
Self-Managed Super Funds must meet certain requirements to remain compliant. Achieving this by yourself would be a nightmare, so we ensure all activities of your SMSF are documented. Each year we prepare tax returns and financial statements. Whenever fund trustees make a decision, trustee minutes are prepared. Once pensions and withdrawals commence, we document applicable notices.
A Little Bit About PINE SMSF...
Welcome to Pine SMSF.
If you’ve been thinking about whether a Self-Managed Super Fund is right for you, or if you already own one, then we make your entire experience super easy.
There’s no need for an SMSF to be difficult or complicated; well, not if you let us look after it for you. Our way is simple. With us, you only need one point of contact, because we take care of the initial setup, investment advice, estate planning (will), annual fund taxation returns and independent audit, and all the compliance too.
And, what that means for you, is that you don’t need to deal with a whole bunch of different organisations for separate parts of the equation, because we manage everything you could possibly dream of, all under one roof. They’re the benefits of being a Self-Managed Super Fund client with Pine SMSF.
We are a highly qualified and experienced team of financial professionals who are great at building long term, successful relationships with our clients. We offer a cost effective, timely, and personalised service. Look no further. Let us look after your SMSF today.
OUR PINE SMSF TEAM
Hamza Maqbool
SMSF Specialist
Qualifications: CPA, MBA, Registered Tax Agent, Registered SMSF Auditor, UWA Graduate, London School of Economics- Investment Economics Course.
Ryne Charsley
SMSF Advice
Qualifications: Certified Financial Planner, Advanced Diploma in Financial Services, Bachelor of Business, Member of the Financial Planning Association.
testimonials
Hamza’s attention to detail and customer services are outstanding. I’ve been very impressed by his knowledge of taxation and SMSF and his ability to achieve positive outcomes for his clients. I look forward to continuing to work with him and his team
- Steve Archibald
Hamza’s customer service was impeccable. Highly recommend.
- Joey Chua
I recently engaged Pine Tax to complete the setup of my SMSF. The process was smooth, prompt, and without issue. Thank you to Hamza from the team.
- Harrison Barlow
Hamza at Pine Accounting did a fantastic job sorting my SMSF returns for a number of previous years in a short period of time, he dealt with the ATO so I wouldn’t have to and the service provided was super efficient and professional at a very reasonable cost. I would recommend Pine Accounting to anyone looking for help with their accounting requirements.
- Garnet Griffiths
Hamza is very good and very patient! Would highly recommend!
- Ani Mukherjee
Get in touch today!
Contact Form
- Address: 8/62 Ord Street West Perth, WA 6005
- Email: admin@pinesmsf.com.au
- Phone: 0404 445 437