SMSF

Establishment of new Self Managed Superannuation Funds

Wards can arrange the set up of a new SMSF and trustee company. We can provide advice regarding trustee's obligations and purchasing property through your SMSF.

Administration of a Self Managed Superannuation Fund

Day to day administration of your SMSF can be time consuming and confusing.  Wards can offer you assistance and advice with: 

  • Investments through SMSF
  • Assets to transfer to your SMSF
  • Valuation of assets held by your SMSF
  • Contribution limits (concessional and non-concessional)
  • Pension payments (minimum and maximum)
  • Transition to retirement pensions
  • Record keeping requirements

 

Minutes

Wards will prepare minutes and financial documents required for your SMSF.

Financial statements

Preparation of annual financial statements for your SMSF.

Audit of your SMSF

 

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Wards Accounting Group Pty Ltd (ACN 105 280 831) ABN 32 105 280 831  is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Damien Ward (AR No. 1241957) Christina Mavroidis (AR No. 1243958) & Gemma Hill (AR No. 1240193) are Limited Authorised Representatives of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

 

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