Self -Managed Superannuation Fund

Financial Reports

  • Preparation of financial statements

SMSF Income Tax Return

  • Preparation and lodgement of annual income tax return

  • Provide tax advice on the implications for superannuation contributions with a disclaimer as required

  • Provide advice about tax consequences of commencing a pension with a disclaimer as required

SMSF Administration

  • Advise on administration and operational issues for SMSFs

  • Administratively set up a pension from the SMSFs upon receipt of client instructions.

  • Provide advice in relation to the purchase and sale of property and other forms of real estate.

  • Recommend a corporate trustee versus individual trustee for a SMSF

Independent Audit

  • Attending to the annual audit

Pension calculation

  • Provide calculation on the minimum or maximum pension amounts for a superannuation fund.