Superannuation
Increasingly, the Government is encouraging Australians to take responsibility for their financial well-being in retirement.
We work with our clients and their other trusted advisors to plan for retirement and ensure that these financial goals are reached. Our superannuation experts can assist with a range of superannuation services including:
- Coordinating the establishment of self-managed superannuation funds.
- Completing information for the Insurance and Superannuation Commissions.
- Coordinating the audit of your self-managed superannuation fund.
- Preparation of the SMSF Annual Return.
- Advice on compliance matters and taxation benefits.
- Advice on and reconciliations for employer obligations.
Resources
The ATO and ASIC have developed a guide for people who are thinking about self-managed super.
The ATO has a section about self-managed super funds and a range of other useful resources listed below, that you can download from their website or order a hard copy:
- Setting up a self-managed super fund
- Running a self-managed super fund
- Winding up a self-managed super fund
Other resources are available on our website that include a SMSF Trustee Education initiative, and a recent Toowoomba Chronicle article by Peter that highlights the importance of engaging a reputable auditor for your fund.
Please contact us if you have any queries relating to your Self Managed Superannuation Fund.
