We can provide all the services you would need in
relation to self-managed superannuation funds:
Set up of the SMSF including trust deeds, and
all related documents, including completing all relevant registrations
Preparation of annual financial statements, tax
returns and member statements to ensure compliance with legislation
Provision of audit services (via a third party)
Provision of actuarial services for pension
funds, as required (via a third party)
Set up of a company to act as a corporate
trustee, and corporate secretarial services as required
Transition to retirement phrase
Lump sum withdrawals
SMSF Wind up
Provision of our time on a needs basis to answer
your questions about your self-managed superannuation fund, including
compliance with the Act, and general investment queries