Our Services

• Creation of Superannuation Fund with it's own Trust Deed and ensure it is fully compliant with SIS regulation and requirements.

• Obtaining Tax File Number, ABN & GST Registration.
  
  
• Filing a Regulated Fund Notification.

• Assist you to open a cash management account with a bank of your choice. You, as the trustee, keep the chequebook and operate the account.
  
  
• Help you to roll over of your existing superannuation benefits from other funds to your own self managed super fund.
• Help you to open trading accounts with Share Brokers.

• Establish a fund accounting system.
  
  
• Minutes of Meetings of Trustees.
  
  
• Preparation of Annual Financial Statements.
  
  
• Audit of Superannuation Fund.
  
  
• Management of documentation relating to investments in shares, receipts of dividends, DRP's etc.
  
  
• Lodgement of Superannuation Fund Tax Return.
  
  
• Lodgement of Superannuation Surcharge Return.
  
  
• Managing termination payments and redundancy/golden handshake on retirement.
  
  
• Conversion of Accumulation Fund into Pensions Fund.
  
  
• Preparation of other statutory documents as and when required.

Fees
Our Fees are competitive and based on amount of work to be done and not on value of the fund.

Who are we?
We are a firm of Chartered Accountants specialising in establishing and administrating Self-Managed Superannuation Funds.

For the past 25 years, we have assisted trustees in annual administration of their DIY Super Funds. These functions include preparing accounts, Income Tax & related returns and audit of DIY Super Funds.

Since 1982 we have provided reliable and dedicated professional assistance to all our clients seeking to establish and run their own Self Managed Superannuation Funds.

We are proud of the excellent value provided, our independence and the personal attention provided to every client.

We will spend time to understand your needs and expectations and to assist in the further development of your fund.

We think you will find our services excellent value for money and invite your enquiry on (02) 9580 5788.