Self-managed super funds
Set-up once you have decided to have a fund, then the accounts, audit and annual return every year.
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Each year
What you need to do
- Financial statements and member statements
- Independent audit
- SMSF annual return
- ASIC review for the corporate trustee
We track every one of these for you and remind you in time.
Services
How we help
SMSF set-up
The deed, corporate trustee, registrations and bank account, once you and your adviser have decided an SMSF suits you.
SMSF accounts and annual return
Yearly financial statements, member statements and the SMSF annual return, with the independent audit arranged.
Independent audit arranged
We arrange the yearly audit with an independent approved SMSF auditor and answer their questions.
Bare trust for SMSF borrowing
The bare (holding) trust and custodian company needed when an SMSF borrows to buy property.
Questions
Common questions
General information only, not advice for your situation.
Should I have an SMSF?›
That is financial product advice, which we are not licensed to give. A licensed financial adviser can help you decide; we set up and run the fund once you have.
Find out who would look after you
Confidential · No obligation · Registered tax agent 26173619