Self-Managed Superannuation (SMSF)
Initial Consultation & Statement of Advice (SOA)
Our self-managed superannuation fund experts are able to assist by organising an initial consultation where we can discuss you current financial situation and future superannuation goals. From this discussion we will be able to create and provide you with a Statement of Advice (SOA). This SOA details our professional opinion and recommendation on setting up an SMSF, which is legally required before you can setup your SMSF.
We are able to offer you a full SMSF package which takes you through from the initial consultation right to the end, for one bulk-priced fee. However, if you only need require a SOA from us, we can easily meet with you and assist with that.
Setup & Fund Rollover
Our SMSF team are able to setup your fund with ASIC and handle all the necessary paperwork associated with the setup of a self-managed super fund, such as the creation of a trust deed and the rollover of any existing super funds into your new SMSF.
Whether you require just the setup of your SMSF or would like to continue the entirety of the SMSF process with us, we are able to cater to your requirements. If you only need assistance with the setup, we can offer a fixed fee which will be inclusive of all legal and regulatory charges.
We can ensure your SMSF is looked after on an ongoing basis with our support services including bookkeeping and the preparation of financial statements, member statements, and year-end financial trustee reports. We can ensure that all secretarial work can be efficiently handled by our team so that your fund continually remains ASIC compliant throughout its operation. We are also able to complete administrative deeds such as adding or removing members.
Our SMSF advisers can suggest investment strategies, whether it is investing in property or shares by reviewing your current investing strategies and listening closely to understand your current financial situation and your future financial goals. We want you to create and preserve your wealth.
Self-managed superannuation funds must prepare an annual tax return once all prior compliance requirements are met. Our experienced teams can easily and timely lodge the tax return for your SMSF, which will go through an arms-length auditor to ensure that it is prepared accurately and reflects the value of its members and the transactions it had made throughout thetextjustify year. We are also able to provide tax planning advice while we prepare your return so you that you can stay ahead.
Our auditors working with AITP are reliable and will prepare auditing reports in accordance with relevant superannuation laws and regulations. These reports will also contain the opinion of the status of the fund which allows your super fund to submit their income tax return for the year and continue operating. We will make this process as easy as possible so that you don’t need to stress and can focus on growing your superannuation wealth.