•   Superannuation Funds  

*   Application for Trust Deed, Tax File Number and registration for ABN for the Fund.  

*   Advice on the responsibilities and duties of the trustees.  

*   Advice on the new Benefit Access Rules and new caps for Concessional & Non-concessional Contributions.

*   Advice on Simplified Pension Rules, including Account-based, Allocated and Transition to Retirement Pensions.

*   Advice on different types of investments, including Instalment Warrants & Gearing, from tax effective perspectives.  

*   Preparation and lodgement of Fund Income Tax Return.

*   Audit of Self-Managed Superannuation Fund in compliance with latest Superannuation Industry Supervisory (SIS) Act

     legislations and regulations, as well as, Australian Auditing Standards.

*   Preparation of professionally presentable Financial Statements and Reports.  

Other Services: 

                   Individuals   Partnerships   Companies   Trusts

Liability limited by a scheme approved under the Professional Standards Legislation