Our Services

Self-Managed Superfund Compliance

We can help you with the compliance work of your SMSF. If you are looking to experience the financial freedom by operating your own Self-Managed Superannuation Fund and letting us attend the compliance work, we can help. Our services include:

• SMSF establishment
• Preparation and lodgement of statutory documents
• SMSF tax advice and consulting
• SMSF audit by an approved SMSF auditor
• Manage communications and correspondence with the Australian Taxation Office
• SMSF regulatory advice
• Preparation of annual Financial Accounts
• ATO annual tax and regulatory returns
• Advice on compliance matters

When financial advice is required, we can refer you to an AFSL licensed financial adviser.

Self-Managed Superfund Compliance