Self Managed
Super Fund
Let us help you with the compliance requirements with your SMSF.
Please note, we do not provide financial advice as we do not have a financial services license.
Our work with SMSF is limited to execution only services, general advice on SMSF and tax advice.
SMSF Services
Superannuation Fund Formation
Have you decided to start up a self-managed superannuation fund?
Do you understand the rules regarding what you are and aren’t allowed to do with the SMSF money?
We can provide general advice on the alternative trustee structures available and an overview of the rules regarding what you are and aren’t allowed to do with the SMSF money.
We can help to provide the documentation needed to start your fund and get it connected to the ATO
Monitoring and Reviewing Results
It is important to carry out a review of your fund position periodically. This is needed to ensure things like pension payments are being made correctly, and the accounting of the fund can be kept up to date.
Preparation and lodgement of financials and income tax return
All self-managed superannuation funds are obligated to have their financials audited and lodge a tax return annually to remain compliant. There are serious consequences for non-compliant funds.
We can prepare the financials and tax return for the fund as well as arrange for an independent auditor to complete the audit
Preparation of minutes
Your superannuation fund needs to comply with Superannuations Industry (Supervision) Act 1993 (SISA) and the SISR, which includes creation of a number of documents and minutes periodically throughout the year, we can assist in providing these documents as required
Fund closure
Your SMSF may be at the end of its lifecycle, or you may no longer wish to operate the fund. There are several steps you need to be aware of to either close your fund or rollover to an Industry fund.
Independent Audit
We can arrange for your SMSF to be audited through an independent Auditor.
