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  • #988268
    Guy Wuoti
    Member
    • Total posts: 2
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    Hi everyone

    My name is Guy and I am new to the forum; looks fantastic!

    I have just recently setup a new SMSF accounting, administration, audit and advisory company called SMSF Options.

    I am based on the Gold Coast but really cover all of Australia via cloud computing.

    My core services include:

    + Fund establishment
    + Daily, Monthly or Annual fixed fee SMSF administration
    + Preparation of Financial Statements
    + Preparation and lodgment of Annual Tax Return
    + SMSF audit
    + Gen X & Y SMSF strategies
    + Transition to retirement
    + Technical support
    + Family succession
    + Retirement strategies
    + Insurance
    + Pensions
    + In-specie contributions
    + Tax minimisation
    + Compliance support
    + Investments
    + Individual accounting, tax and compliance
    + Estate planning

    I have spent the last 10 plus years working for mid tier and big 4 accounting firms, such as KPMG, but am excited about the journey ahead.

    Would love to hear any tips/strategies etc for anyone who as gone down the accounting/financial planning route on their own.

    I am also happy to answer any members questions on flying solo in relation to Self Managed Superannuation.

    Cheers

    Guy Wuoti
    http://www.smsfoptions.com

    #1166414
    MissSassy
    Member
    • Total posts: 1,255
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    Hi and welcome Guy

    There will be plenty of opportunity for you to answer all sorts of questions on this forum.

    #1166415
    Anonymous
    Guest
    • Total posts: 11,464
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    Hi Guy,

    Welcome to Flying Solo, and thanks for your kind feedback about the site :)

    We have some very experienced and generous finance folk around here, so I have my fingers crossed you’ll pick up some handy advice.

    Looking forward to getting to know you,
    Jayne

    #1166416
    Tony Manto
    Participant
    • Total posts: 581
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    Hi Guy, great market segment to be in as us baby boomers are all getting there.

    #1166417
    Andrew Newman
    Member
    • Total posts: 78
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    Hi Guy

    Congratulations on setting up your SMSF accounting business.

    I set up my own financial planning business about 7 years ago after working for 4 years in the financial planning industry at various firms including a boutique financial planning firm, a stock broking firm and 2 mid tier chartered accounting firms.

    I notice you have services such as insurance and investments – are you licensed to provide these services?

    Cheers

    #1166418
    Guy Wuoti
    Member
    • Total posts: 2
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    Andrew Newman, post: 195413 wrote:
    Hi Guy

    Congratulations on setting up your SMSF accounting business.

    I set up my own financial planning business about 7 years ago after working for 4 years in the financial planning industry at various firms including a boutique financial planning firm, a stock broking firm and 2 mid tier chartered accounting firms.

    I notice you have services such as insurance and investments – are you licensed to provide these services?

    Cheers

    Thanks Andrew

    Work has been coming in so it has been a great start to flying solo.

    I do not provide product advice on either of these matters; for this I would refer on to a licensed adviser or broker. I do however provide compliance, taxation and accounting advice on all areas within Self-Managed Super.

    For example, if a client is thinking of purchasing a property in their SMSF via a borrowing arrangement and they want to make sure all the boxes are ticked from a compliance point of view, I will work though this with them. Likewise if they would like to know the tax implications of selling that investment in the future.

    If you have a chance it would be great if you could pm me your contact details. I don’t have any planner referral relationship in Melbourne as yet so it would be great to know more about you and your business.

    #1166419
    Andrew Newman
    Member
    • Total posts: 78
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    Hi Guy

    I have moved my business address to: Office 1, Suite 201, 175B Stephen Street, Yarraville VIC 3013.

    My phone number is: 9372 7955 and my email address is: [email protected]

    Kind Regards

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