Our team have expertise in the Superannuation Industry Superannuation (SIS) Act & regulation compliance and taxation aspects of SMSF. We offer peace of mind to SMSF trustees through our extensive range of SMSF services from superannuation fund establishment through to preparation and completion of accounts, taxation and Superannuation Industry Supervisory (SIS) Act compliance, lodgement processes and help in annual audit process.
Our team has a comprehensive knowledge of eligible termination payments and rollovers, reasonable benefits limit and excess benefit strategies. We provide appropriate tax minimisation advice to our clients when they retire with effective pension strategies.
- Preparation of financial accounts including financial statements, members statement and investment reports.
- Taxation and SIS Act compliance lodgement.
- Preparation of Trustee resolution and minutes.
- Arranging Annual Audit of your SMSF by a ASIC registered SMSF Auditors.
- Documenting your Investment strategy.