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