Services

Establishment & Installation of Super Funds

Fund Establishment Trust Deed
Variation of Existing SMSF Trust Deeds
Advice on guidelines affecting Superannuation Fund design.
Borrowing packages

Superannuation Fund Annual Reporting and Reviews

Compliance work for all superannuation Funds including:

Financial Accounts
Taxation Return
Auditing
Contribution reports
Member statements & reports
Balance sheet
Income & Expenditure statements
Draft minutes & supporting documentation

Establishment & Installation of Pension Funds

Advice on guidelines affecting pensions
Calculate minimum & maximum pension amounts
Determine annual deductible amount
Determine pension dates and arrange minutes of meetings membership forms and all relevant Government forms
Prepare PAYG as required

Consultancy Services

Assistance with all strategic issues related to the operation of self managed super.

This service is charged at an hourly rate subject to client circumstances and may include outsourcing of various components for specialist legal, estate planning and tax advice.

Ongoing Technical Support

Ongoing technical support via email to assist with those day to day general queries in regard to their self managed super fund

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