We provide a complete self-managed superannuation service which covers all aspects of fund administration including the preparation of relevant paperwork, reporting, taxation and assistance in ensuring that your fund is compliant in this highly regulated environment.

Our self-superannuation service includes the following:

  • Assistance in establishment of your self-managed superannuation fund
  • Assistance in the preparation of investment strategy for your fund
  • Pre and post retirement strategies
  • Preparation of year-end financial statements
  • Preparation and lodgement of annual income tax return
  • Pension establishment and documentation
  • Member benefit payment documentation
  • Preparation of trustee minutes where required
  • Correspondence with the ATO where required
  • Assistance for trustees with compliance matters including contributions, pensions, lump sum withdrawals and other rules and regulations
  • Co-ordination of the annual independent audit