Complete self managed super fund administration, compliance reporting, and trustee support for secure retirement planning.

Self-Managed Super Funds (SMSFs)

Self-Managed Super Funds (SMSFs) are Australia’s fastest-growing investment structures, offering members attractive tax advantages and greater control over their assets and investment choices.

To enjoy these benefits, SMSFs must comply with strict legislative and regulatory frameworks. Managing compliance can be complex and time-consuming, involving tasks such as reviewing documentation, tracking contributions, preparing reports and organising annual audits. These administrative demands can distract the trustees from the core goal of building wealth to meet the retirement objectives of the members.

Our dedicated superannuation team can help to ease that burden of compliance and routine management. We can identify the potential compliance issues and breaches of SIS Act and regulations through regular monitoring and reporting on our clients SMSFs. This would ensure that your fund remains compliant.

We can support you with : -

  • Preparation and lodgement of annual accounts and income tax returns.
  • Expert advice on SMSF compliance requirements
  • Organising Annual audits
  • Preparation of Business Activity Statements (BAS’s)
  • Specialist technical guidance

Additionally, our superannuation team works closely with financial planners and advisers.

Book your consultation today.