Superannuation

We provide a complete administration service for self managed superannuation funds, which includes:

• Fund establishment & regular trust deed review
• All data processing
• Daily revaluation of all listed assets
• Completion of all statutory paperwork including minutes & ETP notices
• Final accounts & Income tax returns including surcharge returns,
• Pensions
• Audit

Further, to assist other professional firms maintain their independence we can provide both:

• Technical assistance and
• Audit services

For clients who only require support with compliance we can:

• Supply and install appropriate software at the client's premises
• Regularly review files to ensure compliance and
• Audit

Note that we do not provide financial advice. We can however refer clients to specialist financial advisors should that be the client’s wish.

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