SMSF Compliance

From Self Managed Superfunds through to salary sacrificing by discussing your individual circumstances with us, we will be able to help you formulate and implement a successful and effective retirement strategy.

 

SMSF Compliance 

The complex regulations and reporting requirements for Self Managed Superannuation Funds dictate the need for experienced, trained staff. This is a specialised field, requiring our staff to undergo continuous training. With the heavy penalties imposed by the ATO for non compliant funds, our clients can relax and trust that their fund will meet all the reporting requirements. We employ the services of an external auditor to provide a balanced perspective at all times. We have the skills and experience to support our clients with:

  • Setup of their Superannuation Fund
  • Assist with choice of trustee
  • Obtain TFN & ABN for the fund
  • Compliance work for the fund
  • Handle all administrative obligations
  • Answer technical queries
  • Ensure the fund is ATO compliant
  • Setup of gearing through Superfund
  • Tax planning through Superannuation
  • Tax effective plan for Superannuation Fund

 

Testimonials

We proudly support