Self Managed Superannuation
Our practice provides comprehensive administration and compliance services for Self Managed Superannuation Fund clientele. We hold a Limited Australian Financial Services Licence, #483051.
While you have the freedom and control of building wealth for your retirement, we can offer you the administration and audit services you require along the way. Let us give you the peace of mind in knowing that all compliance and reporting matters are professionally taken care. All you have to do is focus on building your retirement nest.
We will take care of Administration and Compliance
Preparation of Annual Financial Statements including Member Statements
Preparation of Income Tax and Regulatory Returns
New Fund Establishments
Corporate Trustee Establishments
Trustee and Fund amendments
Corporate Trustee Maintenance
Quarterly BAS & IAS lodgements
Lump Sum Payments
Trustee Minutes
Binding & Non Binding Nominations
Annual PAYG Summaries and ATO reporting
Annual Pension Calculations
Review of Investment Strategy
Technical
Superannuation Legislation Advice
Deed Reviews and Amendments
Retirement Planning
Pension analysis and establishment
Commutations of Pensions
Fund takeovers & Splits
Death Benefits
Actuarial certificates and service (via approved Actuaries)
Complying Audits (via registered Auditors)