Superannuation
If you would like to start your own self managed superfund or already have one, we can take care of the set-up, administration, accounting and audit of the superfund so you can focus on growing your investments. Let us worry about the compliance work.
We provide professional services for self managed superfunds which include:
- Set-up and administration - we can arrange for the establishment, on-going maintenance and administration of your superfund, including annual meetings and superfund correspondence.
- Tax return preparation and accounting - we can prepare the income tax return and annual financial statements for the superfund including an annual financial analysis of the fund's investments and performance.
- Tax and retirement planning - this includes advice on:
- Various tax effective strategies for the superfund;
- Superannuation benefit tracking to monitor your access to tax concessions (RBL limits);
- Tax implications of the various pensions available on or near retirement and lump sum payments available at retirement;
- Tax consequences of different investments and investment scenarios, including what-if calculations on a proposed purchase, sale, takeover or other investment transaction.
- Audit - we can perform or arrange for the annual financial and compliance audit of the superfund efficiently and at an affordable price.
- Other services - we can take care of all other taxation, accounting and administration services that arise including the preparation of the quarterly IAS/BAS statements, eligible termination payments, pension set-up requirements, documentation and accounting, and maintenance of investment capital gains tax records.