Self Managed Super Fund

We provide a comprehensive service, assisting in all aspects of the fund’s administration including documentation, financial reporting and audit to support compliance with super and tax legislations.

Our SMSF service includes:

  • Annual financial and compliance audit
  • Contribution strategies and tax planning
  • Corresponding with the ATO on various issues
  • Unlisted private investments complying with SIS Act
  • LRB arrangements including geared rental properties
  • Pension and lump sum withdrawals
  • Annual actuarial certificate
  • Preparing and lodging the fund’s annual income tax return
  • Preparing trustees’ minutes in relation to certain events
  • Preparing year-end financial statements