Setting up and maintaining a self-managed superannuation fund is a major financial undertaking. Our purpose is to provide assistance in the operation, structuring and compliance processes

  • We can provide advice on the practical steps needed to establish or wind up and SMSF, how to how to add new trustees and members, the different ways an SMSF could be structured, and how to process transfers and rollovers
  • We provide advice for ensuring strict compliance with the superannuation legislation, including taxation advice of financial products, contributions into an SMSF, and complying with rules on investment decisions
  • We provide advice on the taxation implications of moving funds between accumulation and asset phases. Once the trustees have made a decision, we can then provide assistance in establishing a pension, preparation of paperwork and calculations in relation to the commencement and maintenance of compliant transition to retirement and account-based pensions
  • Preparation of financial statements and annual tax returns
  • Obtain Actuarial Certificates as and when required

As taxation agents it is important to note that we do not operate with an Australian Financial Services License (financial planning). We do not provide recommendations or statement of opinions for asset allocations and investment strategy. We provide specific advice on taxation and administration matters only