Financial Reports

Prepare financial statements in accordance with applicable accounting standards.

SMSF Income Tax Return

Prepare and lodge annual income tax return.
Provide tax advice on the implications for superannuation contributions with a disclaimer as required.
Provide advice about tax consequences of commencing a pension with a disclaimer as required.

SMSF Administration

Advise on administration and operational matters for SMSFs.
Administratively set up a pension from the SMSFs upon receipt of client instructions.
Provide advice in relation to the purchase and sale of property and other forms of real estate.
Recommend a corporate trustee versus individual trustee for a SMSF.

Pension calculation

Provide calculation on the minimum or maximum pension amounts for a superannuation fund.