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
FAQ
Link to ATO site on SMSF
https://www.ato.gov.au/Super/Self-managed-super-funds/