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07 5499 9973


15 Bunya Street, Maleny QLD 4552

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Self-Managed Super Funds

Under resent legislation, you are required to seek out Professional Financial Advice from a licensed Financial Planner before opening a SMSF.

At trilogy Tax, we have many years of experience in SMSF. We know how to prepare and help you understand:

  • Financials statements
  • Tax return
  • Trustee reports – Minutes - Statements - Declarations
  • Member statements
  • Pension requirements
  • BAS
  • Rollover from other funds
  • Trustee training
  • We use a very experienced Auditor in Brisbane




Link to ATO site on SMSF