Superannuation.

After the family home, superannuation is many Australian’s second largest asset, as you save and invest money during your working life to fund your retirement. It is therefore a high priority for the majority of companies and individuals to keep track of accurate superannuation records. This very important investment can also now be directly managed by individuals through establishing a Self-Managed Superannuation Fund (‘SMSF’).

Our comprehensive services include.

At Rothsay, we can offer help and guidance concerning all manner of business management strategies.

Click for more information about this service.

Benefits of a SMSF

Speak to us more about the benefits of establishing a SMSF. Some of these include the freedom of investment choice, earning in pension phase, maximum tax payable (15%) on contributions and earnings, and many more.

SMSF Establishment

We can help you determine if establishing a SMSF will result in a tax effective retirement planning strategy and establish your fund having the correct trust and tax documentation prepared.

SMSF Administration

Once established, we will continue to provide administration services and preparation of financial statements, which need to be audited to ensure compliance with Australia’s complex superannuation regulations.

Self Managed Superannuation Fund (SMSF).

Saving for your retirement is among the top priorities for most Australians. And next to your mortgage, your superannuation is your most considerable expense. At Rothsay, we can provide you and your family with peace of mind using our expert superannuation record services for business and personal circumstances.

We offer services for managing superannuation investments. However, you can also manage your superannuation directly via the Self-Managed Superannuation Fund (SMSF). SMSF allows you to place your money where you want, letting you choose the investments your money goes towards for the best returns.

But we can also assist you with managing the investment side of your SMSF. You can pay up to 100% of your SMSF into a business. We can support you with objective and impartial advice regarding where you place your investment capital. Further, we offer guidance for establishing your fund and tax advice.

WHY ROTHSAY

Experienced, dedicated, knowledgeable chartered accountants.

Our dedicated, experienced team of chartered accountants provides efficient, bespoke accountancy services to a diverse range of clients in Sydney, Perth and beyond. Our mission is to prioritise customer service and establish enduring relationships with our clients. We strive to ensure that every customer would be comfortable recommending our services to others.

We have extensive experience in working with clients across several industries and our team comprises professionals with broad interests and expertise. Working together, we provide customised solutions and services that are tailored to the needs of the customer.

A reliable, reputable accounting firm you can trust.

Rothsay Chartered Accountants is a full-service accounting firm, which has established a reputation based on reliability, efficiency and attention to detail. We are committed to helping you to achieve your business objectives. We take the stress out of managing finances and making financial decisions.

We have extensive experience as a team and we understand what it takes to remain agile and adaptable in the world of modern business. We work with our clients to solve problems, identify effective, tailored solutions, facilitate growth and development and support ambitions. We want to make a positive difference.

Rothsay Chartered Accountants was established in 1991. Our goal was to provide clients with exceptional services that offer more than conventional accounting. Our culture and ethos are based on developing relationships, which stand the test of time, understanding our clients’ needs and preferences and being there to support our customers.

We take great pride in the relationships we have with our clients and we believe that paying attention to our customers is what sets us apart. We take the time to get to know each client and we draw up and implement strategies that are targeted to the individual company or customer. Maintaining relationships is integral to our success.

What our clients say.

Ellie

I’ve been with this top accounting firm in Sydney for over 20 years and their tax advice, professionalism, quality of work and accounting services are always outstanding. As owners of various businesses, Rothsay have always been part of our team of trusted advisors and consultants.

Greg Dwyer

I have appreciated the professional support and high quality advice I have received from Alex Petrakis and the team at Rothsay Chartered Accountants for more than a decade. Genuinely great, helpful folks who always go the extra mile. Can’t recommend them more highly.

Ken Mortlock

Have used Rothsay Chartered Accountants for a number of years. Always competent, very professional and a pleasure to work with. They have assisted in a number of areas especially in dealing with tax issues and the ATO – and I highly recommend their services.
“Our Company and family have been clients of Rothsay Chartered Accountants for over 25 years. We have always appreciated the professional and personal service provided by Frank Vrachas and his team. Their broad and up to date expertise as well as the accounting, financial and business advice we receive has been invaluable. We can confidently recommend Rothsay.”

Rick de Leeuw

Managing - Director - Astral Scientific

Sydney Office

Perth Office

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