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Self Managed Super Funds

self-managed-super-fundsA Self Managed Superannuation Fund (SMSF) is a way of saving for your retirement where you’re responsible for managing the fund and making the investment decisions.  Before you decide to set up an SMSF you should seek professional advice to work out if this type of fund is right for you.

Don’t think that running an SMSF is like DIY super.  As the trustee of your own SMSF you will need to comply with strict superannuation laws and reporting requirements, so you‘ll need to obtain professional advice and assistance.

Providing taxation and compliance services to SMSF trustees is a specialist area.  The rules governing the administration of SMSF’s are complex.   Trustees must liaise closely with their advisor to ensure that they manage their SMSF in accordance with the rules.

We are qualified to provide taxation and compliance services to trustees of SMSF’s.  The services which we offer include the following:

  • Preparation of annual financial and investment performance reports
  • Preparation of annual income tax returns and trustee minutes
  • Arranging an independent audit by qualified SMSF auditor