SELF MANAGED SUPERANNUATION (SMSF) ADMINISTRATION & COMPLIANCE SERVICES
Michael and the team have over 20 years experience assisting trustees of SMSF's to successfully run their SMSF.
Taking personal control of your retirement and superannuation savings by starting a Self Managed Superannuation Fund (SMSF) can be a rewarding and empowering experience. However, superannuation law is complex and always changing, meaning it is easy to fall foul of the law.
We work with your financial advisor to ensure you comply with the law, while maximising the financial benefits of an SMSF.
Our SMSF services include:
Establishment of Self Managed Superannuation Funds (SMSF)
Preparation of Annual Financial Statements
Preparation of Annual Income Tax Returns
Transfer Balance Reporting (TBAR)
Preparation and Calculation of Pension Commencement Documents
Preparation and Calculation of Super Rollover Documents
Preparation of Trustee Minutes
Electronic Service Address (ESA) Set-up and Maintenance
General SMSF Advice
Transfer Balance Reporting (TBAR)
