Self Managed Super Funds
The superannuation industry in Australia is heavily regulated and a possible mind field for those who don’t know what they are doing.
Legislation which came into effect on 1 July 2016 requires superannuation advice to be provided through an Australian Financial Services Licence.
We can refer you to appropriate providers to assist with
SMSF set up
ATO registrations including ABN, TFN
Contribution strategies
Pensions/withdrawals
Limited Recourse Borrowing Arrangements
We can also assist directly with your annual compliance requirements including:
Annual accounting and reporting compliance
Preparation of annual tax returns, member statements and minutes