OUR SERVICES
HOW WE CAN HELP?
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Establishment of the SMSF Trust deed along with all other relevant documents like application of membership, trustee consent, ATO trustee declaration, ABN and TFN application with ATO.
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Day to day administration with completing all the bookkeeping and allocating transactions.
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Acquiring the actuarial certificate- Required if the SMSF balance is in Accumulation and in Pension.
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Documentation required in winding up the superfund, removing trustee or in appointing a new trustee.
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Preparation of the Annual accounts including Statement of Financial position, Operating statement, Members statements, Annual Tax Returns along with conducting the Independent Audit.
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Establishing pension, Lum sump, commutation of pension & rollover documents.
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Establishing Bare Trust, services linked to limited recourse borrowing arrangements & preparing minutes of the meetings.
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Updating trust deed if it is required.