We prepare financial statements, tax returns and can take care of the audit and administration of your self-managed superannuation fund.
What can we help you with:
- Factual information about contribution limits
- Advice about which assets can be contributed to a superannuation fund for the sole purpose of compliance with the SIS Act
- Administration and operational issues
- Compliance advice
- Tax Advice on the implications of superannuation contributions
- Tax consequences of commencing a pension or transition to retirement pension
- Administratively set up a pension for your superannuation on advice of your licensed financial planner
- Liaise with your financial planner as required.