How We Can Help You

When it comes to SMSF’s you don’t have to know everything about SMSF’s to have one. It is one of our specialist areas and if you are looking to establish your own fund call us today and we can advise you on issues including establishment, operation and structuring of a SMSF. Our extensive experience in DIY super funds and SMSF administration means we can offer you assistance in the following areas:

• Establishment of your own SMSF including provision of the Deed, recommendations on death benefits and transfer of Members Funds
• Bank Account requirements
• Update the Trust Deed where required
• Advice on what assets can and can’t be transferred into the SMSF
• Advice on how to structure borrowings in the fund
• Pension setup in your SMSF
• Preparation of annual Financial Statements and all Statutory documents & Returns
• Arrange for the annual External Audit of your SMSF
• Activity Statements where required
• Set up New Company where a corporate Trustee is required