Self – Managed Super Funds We can assist you in the preparation of self-managed superannuation fund in Sydney and also in bringing an existing fund compliant with the current requirements of the legislation.
A Self Managed Super Fund (SMSF) is a private superannuation fund which is one:
- with fewer than SIX members – Can depend on state or territories
- where each trustee (or director of the trustee company) is a member
- where no member is an employee of another (or associated person), unless they are a relative of a member
- in which no trustee receives any remuneration for any services performed in relation to the fund
- Tax effective investment vehicle
- Key wealth protection tool for the family
- Strategic business assets for business owners
- Importantly an effective retirement vehicle to build the family wealth and transfer this wealth to family members over the generations.
Our SMSF Services include:
- Assist with New SMSF Set Up
- Preparation of Annual Financial Statements
- Preparation & Lodgement of Income Tax Returns
- Preparation of Business and / or Instalment Activity Statements (as required)
- Processing of paperwork relating to contributions, benefits, pension and insurance payment
- Trust Deed Maintenance & SMSF Constitutions
- Members’ Statements & other relevant minutes & forms
- Assistance with external Audit of Fund (as required)
- Commencing Account Based Pensions
- Adding/Removing Members
- Tax advice on various SMSF strategies including pensions and limited recourse borrowing to purchase property
- Interested about our self managed superannuation funds services?
- Interested to know more about our preparation of self-managed superannuation fund in Sydney or other services? Simply contact our office and we will promptly attend to your enquiry free of charge.
