Superannuation – Wealth Management-Estate planning section
We can effectively provide:
  • Assist with establishment of Self-Managed Superannuation Funds
  • Preparation and lodgement of Tax Returns for Self-Managed Superannuation Funds
  • Organise annual independent audit and liaising with auditor
  • Preparation and Maintenance of Trustee Minutes, track and maintain investment valuations
  • Monitor compliance of Self-Managed Super Fund with relevant legislation
  • Monitor and track super contributions & pension payments against super contribution limits
  • Provision of advice about the administrative aspect of running your Self-Managed Super Fund
  • Preparation of documentation for the commencement or variation of a pension
  • Obtain an actuarial certificate for your Self-Managed Super Fund
  • Administration of Self-Managed Superannuation Funds and Pension Funds
  • Assistance with reporting and compliance obligations relating to windup of Self-Managed Super Fund
  • Superannuation advice and tax planning
  • Assist with Setting up Structures to Implement Self-Managed Superannuation Fund Borrowing
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