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SMSF

Self Managed Super Funds

Our services for SMSF include:

Advice

  • Advice on and establishing a SMSF
  • Bare Trust and Limited Recourse Borrowing Arrangement
  • Compliance
  • We liaise with your Financial Advisor and Finance Broker OR we can assist with recommendations
  • Discuss pension options and requirements

Compliance

  • Preparation of Financial Statements
  • Annual Tax Return
  • Audit
  • Arranging actuarial certificate for proportion of fund’s income taxable (where required)
  • Preparing minutes for meetings of trustees
  • Preparing documents for pension commencement
  • Preparing BAS / GST if required.

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