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Self Managed Super-Fund (DIY Fund)

Superannuation and taxation laws are complex and constantly changing. You need to make sure that your retirement vehicle is structured in the most optimal way, pro-actively managed and regularly reviewed. This makes it important for the fund administration of a SMSF to be carried out by an organization that can provide a premium comprehensive service.

Our SMSF administration service delivered in our Chatswood office includes an administration, accounting and taxation, compliance and audit component. Some of the key functions we perform include:

  • Set-up a complying self managed super-fund (DIY fund)
  • Fund accounting and tax service
  • Annual year-end accounts, tax return and audit
  • Taxation advice and strategies
  • Fund registry services, such as addition or removal of trustees
  • Maintenance of fund and member records during the course of the year
  • Preparation of financial statements and member contribution statements
  • Facilitation of an independent audit;
  • Acting as the registered address for corporate trustees (if applicable) and handling the relevant paperwork;

saving

super

 

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