SMSF Setup
We provide a full service in the setting up of self managed superannuation funds. This includes:
- Advice on the best entity to be used as a trustee for your fund,
- Provision of a trust deed and setup documentation,
- Registration of your new fund with the Australian Tax Office and obtaining a Tax File Number and ABN,
- On going advice after the fund has been created.
Annual Compliance
We provide accounting for SMSFs which includes:
- Preparation of financial accounts with member statements in either accumulation or pension mode or both,
- Preparation and lodgment of the funds annual tax and regulatority return,
- Arranging for the audit of the fund by an independent SMSF auditor who is registered with the ASIC,
- Arranging for an actuary certificate if required,
- Clients will have the choice of receiving compliance documents in either paper form or by downloading a digital version through our client portal which also includes digital signing.