Trustees of self-managed super funds have an important role to administer the fund. They are required annually to provide financial statements, lodge income tax returns and prepare audit reports along with other relevant statements with the Taxation Office.
Services include:
- Advice on establishing and winding up SMSF
- SMSF administration, including preparing annual financial statements and tax return
- Contribution and benefit planning and calculations
- Investment strategy formulation
- SMSF audit by an approved SMSF auditor
- Direct access to financial advisers, SMSF finance brokers and investment consultants