We will partner closely with your financial advisor to ensure that ongoing superannuation compliance requirements are satisfied.
Our role will also be to support you, as the trustee of the fund, in ensuring you understand and continue to meet the reporting requirements of your Self-Managed Superannuation Fund.
We will guide you through accumulating your Superannuation benefits, and aid you as you transition to pension phase, whilst assisting with navigating the compliance hurdles that come with management of your Self-Managed Superannuation Fund.
Our Self-Managed Superannuation Fund Service Offerings
- Preparation of financial statements and income tax and regulatory returns;
- Arranging the annual audit of your SMSF;
- Pension compliance and management of your transfer balance cap;
- Superannuation contribution tax planning;
- Taxation advisory services;
- Estate planning advisory services.
