Superannuation

Self-managed super funds (SMSFs)

SMSF’s or Do-it-Yourself (DIY) funds offer an environment to save for retirement where clients have control over their investments. However, with control comes responsibility. And with all the tax benefits available to superannuation funds, there is a high level of government regulation. We ensure all regulatory requirements are met so as to ensure that this concessionally taxed structure is not compromised.

Superannuation Services

• Fund set up and registrations
• Arrangement of Trust deed
• Advise on trustee obligations and day to day running of fund
• Preparing accounts and tax returns for fund clients
• Arrange for fund accounts of our clients to be audited
• Independent Audit of SMSF’s