Self-Managed Superannuation Fund is growing aggressively in Australia allowing individuals & families to take control of their super fund investments in view to grow their asset base & accumulate wealth for stress free retirement.
With changes in the education system & easy access to resources, younger generation have a desire & willingness to take up the challenges in growing their wealth through Self-Managed Superannuation Funds.
Self-Managed Super Funds provides you the opportunity to ascertain and manage your superannuation investments in various available investment portfolios. You can invest your funds in portfolios like shares, managed funds, investment properties, bonds, futures & interest-bearing term deposits.
We provide expert & cost-effective accounting and taxation services to comply with the ATO and SIS regulatory requirements for Self-Managed Superannuation Funds.
Our Services are:
- Advisory service – basic requirements & obligations to self-managed superannuation funds
- Set-up self-managed superannuation funds in liaison with the regulatory bodies
- Book-keeping & account preparation
- Preparation of members break up for ascertaining undeducted contributions, taxed elements as required by the regulations
- Preparation of financial statements
- Liaison with external fund & investment advisors
- Liaison with self-managed super fund auditors
- Preparation & lodgment of income tax returns & regulatory returns
- Liaison with ATO
- Provide guidance & assist in convening trustee meeting & recording of minutes of the proceedings.
We do not provide financial services & investment advice. Clients are advised to
seek advice from suitably qualified & licensed persons and/or organizations.
- Penrith
- Blacktown
- Liverpool
- Parramatta
