Self Managed Super » How We Can Help You

How We Can Help You

Our financial planner, Ben Graham-Nellor from BGN Financial Management, can advise you on issues including establishment, operation and structuring of a SMSF. Ben's extensive experience in DIY super funds and SMSF administration means that he 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