Self Managed Superannuation Funds

  • Set-up of Funds
    • General advice in respect to the establishment of a SMSF
    • Assisting trustees with the establishment of a SMSF
  • Taxation Advice
    • Provision of taxation advice as regards taxation legislation applicable to SMSF’s
    • Planning services in respect to the taxation advantages of a SMSF
  • Compliance
    • SMSF administration and bookkeeping services
    • Financial statements, member accounts and individual taxation return preparation
    • Assisting trustees of SMSF with compliance regarding requirements of Superannuation Industry (Supervision) Act 1993
  • Retirement Planning
    • Assistance in respect to your retirement plans
    • Working with your financial advisor to ensure you retire financially healthy
    • Related taxation advice as regards your retirement
  • Audit
    • Provision of SMSF audit services
  • SMSF Income Stream Strategies
    • Advice regarding advantages of an “income stream” (pension) from your superannuation
    • Assisting trustees with establishing an income stream (pension) from superannuation.