Self-Managed Super Funds


Self-Managed Superannuation is an effective tool for individuals wanting to maximise savings for the future

The team at Walter Cowen & Co can manage all the administration, tax returns, reporting and financials that must be submitted to the Australian Tax Office.

How This Benefits Our Clients

We see the SMSF environment as central to an individual’s planning for the future. It provides the ideal vehicle to accumulate wealth in several ways:

  • Firstly, in creating a routine but flexible way in which savings can be accumulated at a far greater rate than otherwise possible.
  • Secondly, in providing taxation benefits today that means you effectively retain the tax and are able to reinvest it for the future along with your superannuation contributions or even use it to fund your business more effectively.
  • Thirdly, it places you in a potentially tax reduced or free environment on retirement.

At Walter Cowen & Co, we can ensure:

  • All your reporting, administration, tax returns and financial statements are completed accurately and correctly

We understand the complexity of the rules and regulations surrounding SMSFs. We strive to maximise the tax benefits of investments through superannuation.


Audit of SMSFs

Walter Cowen & Co has extensive experience of SMSF audits.

Our auditing services provide an independent, impartial review of SMSF's and the reporting of its results. We ensure that you can be confident that your financial report is compliant with appropriate requirements and that the audit process complies with the Australian Auditing Standards (AAS).

Audits of all organisations also require a thorough understanding of the entity’s statutory reporting framework. As part of the audit process we make sure our clients meet their minimum statutory reporting requirements in accordance with applicable accounting standards in a timely manner.

If during the conduct of our audit we identify areas of concern or where improvements can be made to the systems of internal control, we bring these to the attention of management during the audit and in writing at the conclusion of the audit.

We have become highly efficient at identifying the issues associated with this sector and respond to the internal risks, reporting requirements and audit issues to achieve cost-effective outcomes for our SMSF clients.