Superannuation

There are frequent changes to Superannuation legislation. For people running their own business, employees and especially if you have your own self-managed superannuation fund (SMSF)

Recent changes have meant more flexibility and opportunity for everyone to become more actively involved in their superannuation investment for the long term.

How we can help you?

If you are an employee or running your own business we can explain how the superannuation rules apply to you.

Or

We can help you manage and build your own SMSF. we can manage all administration, tax returns, reporting and financial statements that must be submitted to the Australian Tax Office (ATO). Using our financial planning side, we can also assist in developing your contribution strategy, planning for your transition into retirement and ensuring that your SMSF is compliant with all legislative requirements.

Services include:

• Assistance with the establishment of your SMSF and incorporation of the corporate trustee (if applicable)
• Preparation of financial statements and SMSF annual return
• arrange for the annual independent audit of your SMSF
• Obtain an annual actuarial certificate (if required)
• Assistance with establishing pensions, making lump sum withdrawals, preparation of paperwork and calculations in relation to the commencement and maintenance of pensions
• Assistance with contributions and rollovers to and from the fund
• Corresponding with the ATO on issues relating to your SMSF
• Preparation of trustees’ minutes in relation to certain events
• Assisting with events such as death, removal or appointment of a member/trustee or winding up your fund
• Provide access to investments and risk insurance (when applicable) through the financial planning side