Self-Managed Super Funds
Self-Managed Super Funds
Providing flexibility, control and investment options not readily available in retail superannuation funds.
Our role is to manage and oversee the processes of a Self-Managed Superannuation Fund to ensure compliance with superannuation and taxation laws.
We tailor our processes to meet your specific Self-Managed Superannuation Fund needs.
Advice
- Structuring
- Contributions
- Tax Planning
- Pension Management
- Retirement transition
- Succession Planning
Compliance
- Financial Statements
- Income Tax Returns
- Compliance with all superannuation and taxation law
Administration
- Fund Establishment
- Investment Reporting
- Independent Auditor Liaison