Meeting your superannuation tax obligations including operating your own Self-Managed Superannuation Fund (SMSF) can be complicated so we are here to help. There are many different areas of compliance for superannuation, including employer obligations if you are running a business, limits to the amount of personal super contributions you can make each year and owning a SMSF.
Services
include but are not limited to:
Personal & Business Related:
- Employer superannuation obligations
- Super guarantee legislative compliance and advice
- Salary sacrificing arrangements
- Payroll assistance with super arrangements
- Concessional & non-concessional contribution strategies
- Personal super deductions
- Superannuation guarantee review
SMSF Related:
- Establishing a Self-Managed Superannuation Fund (SMSF)
- Administration & audit of your SMSF
- Financial statements & tax returns for your SMSF
- BAS & IAS preparation
- Structuring advice regarding a SMSF
- Establishing Limited Recourse Borrowing Arrangements (LRBA)
- SMSF compliance and advice
- SMSF pension strategies
- Maintain investment strategies
- Independent actuarial certificates
- Processing rollover statements from other superannuation funds
- Trust deed reviews
