• Mon - Fri: 8:00 am - 5:00 pm   ·   Closed on Weekends
Assisting in setting up and managing SMSFs, we ensure compliance with ATO regulations featuring the following steps:

  • Assist with New SMSF Set Up
  • Preparation of Annual Financial Statements
  • Preparation & Lodgement of Income Tax Returns
  • Preparation of Business and / or Instalment Activity Statements (as required)
  • Processing of paperwork relating to contributions, benefits, pension and insurance payment
  • Trust Deed Maintenance & SMSF Constitutions
  • Members’ Statements & other relevant minutes & forms
  • Audit of SMSF Commencing Account Based Pensions
  • Commencing Account Based Pensions
  • Adding/Removing Members
  • Tax advice on various SMSF strategies including pensions and limited recourse borrowing to purchase property