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SELF MANAGED SUPER FUND (SMSF)
Superannuation is the most important aspect of your retirement planning and enjoys significant tax concessions. However, with the ever-changing complex legislation and auditing standards it has never been more imperative to ensure your fund is compliant; an area we specialise in.
Whilst we do not provide any specific financial planning advice, we assist clients to appraise their investment strategies. Where required, we have a network of credible financial planners for referral.
Establishment of SMSF
Taxation compliance and structuring
Preparation of financial statements and tax return
Retirement strategy
Auditing
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