Do it Yourself Superannuation funds are very popular.
We have found that these funds suit people who want absolute control of the retirement funds.
They are people who are pepared to accept the legal responsibility for the correct operation of their fund.
They also recognise the costs associated with operating a complying Self Managed Superannuation Fund (SMSF).
Our superanuation services include:-
- set up of new funds to your requirements
- attending to deed amendments as regulations change
- record keeping for your fund
- preparation of financial statements that comply with the special laws for superannuation reporting
- assisting the trustees to comply with investment standards (SIS)
- arranging for independent audit of your fund by highly respected firm of specialist superannuation auditors
- preparation and lodgement of superannuation fund regulatory return with the Australian Taxation Office
- preparation and lodgement of self assessment surcharge return with the Australian Taxation Office
- development of suitable investment strategies after determining members' risk profiles.
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