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"REALISING FINANCIAL OPPORTUNITY"

The windows of opportunity to turn your financial future around are not infinite. At the very least, there is a lost elegance in a rushed rescue mission. At the very worst, you are sunk.

 

Following is a list of the SMSF Administration Services we provide:

Preparation of Trust Deed  
Application for ABN & TFN  
Preparation of trustee declarations  
Applications for membership of the SMSF  
Preparation of SMSF Financial Statements and Annual Return  
Preparation of minutes for trustees  
Preparation of Activity Statements  
Calculation of minimum and maximum pension payments and client notification  
Monitoring of investment strategies  
Monitoring for potential compliance issues  
Preparation of SMSF audit incorporating; Financial, Compliance and Independent Audit Reports  
Annual PAYG statement (e.g. for pension recipients below age 60)  
Commencement of Pension
Winding up of SMSF  
Update to Trust Deed  
Technical advice