Binding death benefits and Notification of Beneficiaries Form;
Rollover Documentation;
Ongoing advice concerning compliance matters
Pension set-up; maintenance and rollovers
Wind-ups;
Change of trustee(s); Deed updates;
Minutes;
PAYG instalment payments and requests;
Preparation and lodgement of GST returns
Assistance with insurance of members
Investment Strategy
Other advice and assistance as needed
Accounts and Tax return
Annual Financial Statements; member statements and Tax returns
Annual Member Statements;
Independent Audit;
Eligible Termination Payments Documentation; and
Business or Instalment Activity Statements & Payments.
Audit
Self Managed Super Funds must be audited annually .We can audit your Fund, as we do for many others. We even do audits on behalf of other Accounting Firms.
All our Auditors are registered with ASIC as "approved SMSF Auditors".
