Self Managed Super Funds

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With our self-managed super funds services, we offer full SMSF administration; from starting up a new fund, to annual Financial and Tax preparation, Retirement planning to Fund wind-up. Our SMSF specialist team are members of the SMSF association have RG146 compliance in retirement and superannuation, they will help keep informed and up to date of the complicated and everchanging legislation, ensuring your fund remains compliant. Along with our partner network of Financial Planners and Solicitors we can assist with investments, regulations and take care of the tax compliance; identifying any areas for attention or concern in breaching the SIS act and offer you tax planning strategies and advice to make the most of the concessions available to superannuation funds

Our SMSF Services includes:

  • Establishment of SMSF
  • Reviewing Super Performance
  • SMSF Compliance & Audits
  • Transfer Balance Account Reports (TBARS)
  • Maintaining Fund records
  • Advice on the SIS Act 1993 and changes to legislation
  • Update Fund Deeds
  • Trustee’s Minutes
  • SMSF ASIC Compliance
  • SMSF Tax Returns