Self Managed Super Funds
Our services for SMSF include:
Advice - Advice on and establishing a SMSF
- Bare Trust and Limited Recourse Borrowing Arrangement
- Full Trustee 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)
- Trustee minutes and reports
- Preparing documents for pension commencement
- Preparing BAS / GST if required.
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