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Superannuation

Superannuation

Whether you are establishing a new Self Managed Super Fund or you already have one in place, there are many rules and regulations that govern your superannuation. Therefore when you manage your fund yourself it's important to get things right. Our experienced professionals will arm you with the right information and oversee your fund, delivering you with real peace of mind.

 

Our services include:

  • Establishing a Self Managed Super Fund
  • Managing a Self Managed Super Fund
  • Accounting and compliance associated with setting up and maintaining your own SMSF
  • Preparation of detailed Financial Statements, Members Statements and annual documentation for the appointed Trustee, including Minutes for Trustee meetings, Trustee Declaration etc.
  • Audit of the fund (using a specialist SMSF auditor)
  • Preparation and lodgment of Self Managed Superannuation Fund Annual Returns, Business Activity Statements (BAS's) and Instalment Activity Statements (IAS's)
  • Personalised advice and explanation of the logistics of how pensions work and, more importantly, how they can work for you.
  • Liaising with the Australian Taxation Office when necessary
  • Advice regarding compliance issues and assistance with legislative changes
  • Self Managed Super Fund Check up

A well managed Self Managed Superannuation Fund will deliver a great life in retirement.

 
The new super landscape - an overview of the new rules

The new super landscape - an overview of the new rules

The majority of the superannuation reforms which were announced in the 2016 Federal Budget have taken effect from 1 July 2017. The changes are complex and the affect on individuals and SMSFs varies depending on their individual circumstances.

Read more

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