SMSF (Self Manager Superannuation Fund)

N

Establishment of SMSF

N

SMSF Advice (AFSL used by ASIC) General Advice in relating to Contributions, Retirement Planning, Taxation & Assistance with purchasing property within SMSF

N

Trust Deed Review

N

Estate Planning, Strategies Advice & Pension Strategies

N

Preparation of Financial Statements, Meeting Minutes

N

Investment Report, Member Statement, Pension Actuarial Certificates

N

Preparation Fund Tax Return & Lodgement to ATO

N

Auditors Independence & SMSF Compliance

N

Audit by 2 Approved Independent Auditors (SMSF Auditor Registration by ASIC)

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