Superannuation Funds

Self-managed superannuation funds (SMSFs) are a way of saving for your retirement.

It is important to understand that you are responsible for ensuring the superannuation fund complies with the relevant superannuation and taxation laws. It is a major financial decision that we can assist with.

It must be run for the sole purpose of providing retirement benefits for the members of their dependents.

    • Preparation of taxation returns and financial statements for your superannuation fund
    • Arrangement of an independent audit for your superannuation fund
    • Preparation of the operating statements, balance sheets and member statements
    • Provide advice to ensure that your superannuation fund is complying with the current superannuation and taxation laws
    • If required, referrals to financial planners, finance brokers and lawyers

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