SMSF Accounting & Administration

We will work you to ensure that your compliance obligations are met in the preparation of the financial reports, preparation and lodgement of the tax and regulatory report, member benfit statements and investment strategies. In addition, we will arrange for the annual audit with an independent auditor to satisfy the statutory obligation for your self-managed superannuation fund.

We will assist with the considerations of appropriateness of transition to retirement strategies and other benefit payments as well as a review of existing trust deeds, documentation for the establishment of pensions and/or lump sum payments, investment strategy, binding death benefit nominations and change of trustees