At Pinnacle Tax & Accounting ["PTA"] we provide an independent specialist SMSF audit support service to Accounting and Financial Planning practices. This enables you, as the adviser, to focus solely on the client relationship, without the worry of undertaking the annual SMSF compliance audit. PTA offer fixed price SMSF audits and come to you!

The retirement phase of people’s lives is fundamentally different from anything leading up to retirement and can be daunting. Pinnacle Tax & Accounting ["PTA"] in conjunction with Pinnacle Advisory Services Group (PASG) can help you to design and meet your retirement and estate planning objectives from your superannuation perspective.

A good investment and review strategy can be likened to a road map-it helps you get from where you are now to where you want to go. Every superannuation fund must, by law, draw up and implement an investment strategy.

After the family home, superannuation is the second largest asset of many Australians. Through superannuation, you save and invest money during your working life to fund your retirement. More and more people are realising that they can take control of this very important investment through the use of Self Managed Superannuation Fund (SMSF).

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As self-funded retirees with a SMSF our needs were for a local accountant to assist us with the regulatory paperwork including SMSF tax return and audit. As a client of PTA, we’ve been very happy with the prompt and efficient service provided. All queries have been answered in a proficient and professional manner.

We have felt at ease about asking the most basic questions.

We highly recommend PTA.

Ingrid and Andre

SMSF Trustees

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