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Trusts & SMSFs

At HARK Accountants, we provide expert guidance on trusts and SMSFs to help you structure your wealth effectively.

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Why do you need a Trust or an SMSF?

Planning for your financial future is essential whether for business, retirement or legacy purposes.
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Tax
minimisation

Group

Asset
protections

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Building wealth for different stages of life

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Retirement & estate
planning

Take Control of Your Financial Future Today!

What do we do?

Trusts

1-1

Preliminary Advice Before Setup

Assess your needs and provide strategic recommendations.

2-1

Trust Setup Package

Handle legal and compliance requirements for a smooth setup.

3-1

Financials & Tax Returns

Ensure accurate reporting and compliance with tax obligations.

4-1

Distribution Strategy & Advice

Maximise tax efficiency with a well-planned distribution structure.

SMSFs

5-1

Establish, Rollover
& Wind Up

Guidance on setting up, transferring or closing your SMSF.

6-1

Tax, Financial & Statutory Reporting Requirements

Compliance management to keep your SMSF in good standing.

7-1

Investment Strategy

Develop a structured plan for growing your super fund effectively.

8-1

Retirement Planning

Ensure financial security with tailored retirement strategies.

9-1

SMSF Borrowing for Property Investment

Expert advice on leveraging SMSFs for property investments.

10

Tax Strategy for Estate Planning

Minimising taxes for your future generation through smart estate planning on your SMSF.

Find the answers you need

Who do we work with?

We work with people who value clarity, growth, and peace of mind when it comes to their finances. Our clients are passionate about what they do and want a trusted advisor by their side to help them make confident financial decisions.

We proudly support clients who are:

  • Medical professionals (GPs, specialists, allied health)
  • Professionals and executives
  • Property developers, builders, real estate agents, and tradesperson 
  • Restaurants, shops and online retailers
  • Personal trainers and Gym owners
  • Educators, artists and social influencers

We also work with people who are passionate about investing. Whether you invest in properties, shares, ETFs, or cryptocurrencies, we have the experience and knowledge to handle your tax affairs. 

What makes us different?

At Hark Accountants, we believe in proactive advice and lasting relationships, not just crunching numbers. We explain what is behind the numbers and their impact on your business in a jargon-free way, enabling you to use them meaningfully to grow your business. 

Business is more than just profits; it’s about purpose. Your purpose is the driving force behind every business decision you make. We are sincerely committed to understanding your purpose and supporting your journey toward prosperity. 

We are also proud that all of our clients’ work is completed in Australia from beginning to end, to the highest professional standards. Your sensitive data and privacy are well-maintained and protected locally.

What services do we offer?

 Our services primarily focus on business owners and investors, including:

  1. Fulfil accounting and tax lodgement obligations in a timely manner
  2. Carry out strategic tax planning 
  3. Structure businesses for potential growth
  4. Structure investment for long-term wealth generation

Please check the more detailed offering under the service pages.

How do we charge?

We offer annual fixed-fee packages to our business clients, with the option to pay monthly or quarterly, and a quoted fee for individual clients and their investment vehicles (i.e., trusts and SMSFs). So you will always know the scope and price before we commence the job. 

Any new scope services will be quoted and agreed upon before we undertake the job. Therefore, no surprise bills or hidden fees. 

Occasionally, we will charge by the hour for specific tasks (e.g. Private ruling and Letter of Advice).

What technology do we use?

We’re big believers in using innovative technology to save you time and money. We work primarily with Xero, the leading cloud accounting platform for small businesses, and we’re certified Xero advisors. 

We also use: 

  • Microsoft Teams and Zoom for virtual meetings
  • Annature for fast, secure document digital signing

As AI is a hot topic, we explore leveraging AI-driven tools to enhance our work efficiency and communication accuracy. However, we are highly cautious about using AI and always ensure all tools meet strict security and privacy standards. 

Helping the business and the people

Have a look at our Client Reviews

 
 
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