Services for Trustees

Once you have sought financial advice on establishing a self managed superannuation fund and believe it is the right product for you, we can assist with the process, from ordering the trust deed, to arranging for rollover of benefits as well as dealing with the relevant government bodies to ensure the fund is compliant from the day it is established.

We understand the complexity of SMSF tax compliance and audit obligations. Our goal is to remove the administrative burden and ease the compliance obligations on trustees, so they can focus on the important decisions when running their SMSF.

Our services include preparation of financial statements and annual return, arranging audit with an external provider as required and dealing with the Australian Taxation Office on all matters relating to the SMSF. 

If you currently have an existing fund, we will handle the entire process of gathering information as required for the transition of your fund into our systems, forming the basis of ongoing administration and compliance of your fund. There are no charges for this service.