SMSF Services

 

SMSF set up Please contact our firm, in order to review if setting up an SMSF is right for you. Allow our office to advise the risks, responsibilities and potential benefits of using a SMSF.
Administration and compliance

Preparation of annual financial accounts.

Preparation of Annual Return.

Advice regarding minimum pension requirements.

Managing the external audit of accounts. Your SMSF is required to be audited by an external auditor. Our firm has made the audit process of having your financial accounts audited easy by contacting the auditor directly.
SMSF Review

An Investment Strategy is required by all SMSFs, as part of our process we review that your current investment strategy is appropriate based on your age and financial goals. Our firm is able to create an investment strategy that complies with all ATO regulations based on information you supply to us.

Please ask our firm to review the investment return and member balances of your SMSF against the market to ensure that operating as an SMSF is still appropriate.
Were you born before 1 July 1964?
 If so, contact our office so we can advise you on the potential ability to access your superannuation and the tax consequences of doing so.