Setting up and managing a Self-Managed Superannuation Fund can be complex and risky if not legally compliant.

When not set up correctly, harsh penalties can be imposed. As well clients can often discover – sometimes years down the track – that they are not maximising their Fund’s tax or investment potential.

Our services in this area include:

  • Ongoing administration and compliance including account preparation, tax return preparation and lodgement, and preparation of minutes/resolutions and other compliance documents
  • Arranging fund audits with an approved independent auditor
  • Arranging for actuarial certificates to calculate exempt pension income
  • Superannuation taxation advice

We are also able to assist with ABN/GST registration and quarterly BAS preparation and lodgement (where required).