Self Managed Superannuation

Self Managed Superannuation Funds


Services we provide:

  • Facilitating the process to set up a new fund.
  • Processing transactions through the fund’s bank account/s.
  • Preparation of annual financial statements.
  • Preparation of annual member statements.
  • Preparation of trustee minutes as required.
  • Preparation and lodgement of the income tax and regulatory return.
  • Liaising with the auditor to arrange the audit of the annual financial statements.
  • Facilitating all aspects of advice in relation to your self managed superannuation fund.
  • Preparation and lodgement of Business Activity Statements or Instalment Activity Statements as required.
  • Arranging for pension payments to be made on a regular basis.
  • Preparation and lodgement of annual PAYG Payment Summary Statement and PAYG Payment summaries for funds with pensions.
  • Facilitating actuarial certification where required.
  • Registration for GST or PAYG with the Australian Taxation Office as required.
  • Facilitating the process of winding up an existing fund.