Self-Managed Superannuation

Self Managed Super Funds (SMSFs) can be the perfect vehicle for the control of your retirement nest-egg. SMSFs offer flexibility in investment options and allows SMSF members to actively manage their investments. With a hands-on investment approach, SMSF members can quickly adjust their portfolios as markets change. We can help set up and administer your SMSF and advise on the best tax planning opportunities.

We can help you with:
Annual tax compliance and accounting:

• The preparation of financial statements and annual returns for lodgement with the ATO
• Dealing with ATO correspondence
• Arranging for the fund to be independently audited
• The preparation of BASs
• Administration services, including:
  • Assisting with the establishment and winding up of SMSFs
  • Preparation of pension commencement documentation and trust deed updates
  • Transfer Balance Account Report (TBAR) reporting
• Contributions and Withdrawals (pension and lump sum)
• Establishment or non-establishment and winding up of SMSFs
• Transfer Balance Cap
• LRBAs