Superannuation
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
