Superannuation

We can provide you with a clear understanding of the self-managed superannuation fund guidelines. At every stage, we can assist you with managing your fund to ensure you meet your compliance requirements, legislative and regulatory obligations.


Our administration services to Trustees include the following:


  • Preparation of financial statements
  • Preparation of income tax returns


We also provide the following advisory services:



  • Structuring
  • Contributions
  • Finance arrangements including instalment warrants
  • Allowable investments
  • Income streams (TRIS, Pensions & Lump Sums)
  • SIS Act & SIS Regulations