We provide specialist advice to business owners, individuals, financials planners and other advisors on all matters relating to superannuation. Our team has extensive experience in all aspects of superannuation to ensure that our clients comply with the complex SMSF legislation and growth their retirement saving at the meantime.

Our self-managed superannuation services include:

• Tailored fee structure including the administration of pensions, the preparation of financial statements, tax returns and co-ordination of the annual audit
• Correspondence with the Australian Taxation Office on various issues
• Taking care of paperwork and calculations in relation to the commencement and maintenance of pensions
• Preparation of trustees’ minutes in relation to certain annual events
• Preparation of year-end financial statements for your SMSF
• Preparation of and lodging the fund’s annual income tax and regulatory returns
• Preparation of an annual actuarial certificate
• Coordination of the annual independent audit of your SMSF