From the establishment of the fund, preparation and lodgment
of income tax returns, to financial statements and audits,
we’ll help look after everything. For a more strategic
superannuation solution, we can also help with:
- Administration of self managed superannuation funds
- Preparation of financial statements, income tax returns
and regulatory returns
- Audit of superannuation funds
- Retirement planning
- Compliance and risk management
- Pre and post retirement strategies
- Investment strategies and implementation
- Taxation issues
- Asset protection
- SMSF rules and regulations
- Income streams
- Employer Termination Payments (ETP) advice
- Rectifying breaches of legislation
- Estate planning – assisting trustees to understand
their obligations.
