Self-managed superannuation funds are a real alternative for many investors-particularly if you want more control over your superannuation assets and desire more flexibility with your investments.
We will take care of the administration and can deal with the ever-changing government regulations, leaving you free to focus on meeting your investment goals.
Our services include:
- Preparation of annual financial statements
- Preparation and lodgement of income tax returns
- Organise trust deed reviews
- Reporting of member entitlements
- Preparation of minutes
- Compliance and taxation advice
- Organise external audits
- Organise actuarial certificates
We work in conjunction with Triumph Financial Planning, licensed financial planners, to provide comprehensive superannuation advice. Together we can ensure the best outcomes for our self-managed superannuation fund clients.