SMSF

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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