Superannuation – SMSF

Self-managed superannuation funds have become very popular as a way for people to take control of their own money. However the laws change constantly and we can help you navigate the complexities of SMSFs to achieve your goals. We can assist with:

• Compliance advice
• Advice on taxation benefits
• Establishment of a Self-Managed Superannuation Fund
• Assist with upgrade of trust deeds
• Assist with change of Trustee
• Investment Strategies
• Pension calculations, establishment and consolidation including all documentation
• Arrange actuarial certificates
• Assist trustee in meeting annual reporting requirements
• Preparation of financial statements
• Preparation of annual taxation return
• Arrange for independent audit of your SMSF