Self Managed Superannuation Funds

We provide a comprehensive service, assisting in all aspects of your fund’s administration including all the paperwork, reporting and support in complying with super and tax laws.

We’ll support you in the administration of your fund by:

• Receiving and dealing with paperwork throughout the year in relation to investments
• Corresponding with share registries
• Corresponding with the Australian Taxation Office
• Taking care of paperwork and calculations in relation to the commencement and maintenance of pensions
• Preparing trustees’ minutes
• Preparing year-end financial statements
• Preparing and lodging the fund’s annual income tax and regulatory return
• Preparing an annual actuarial certificate
• Organising the annual independent audit