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.
