Superannuation
This growing area of interest for the whole community and its importance to prosperity has encouraged us to expand our services in this area.
We provide an administration service that includes:
- Advice on the taxation factors involved in superannuation
- Advice on what is involved in the creation of a Self Managed Superannuation Fund
- Explanations & commentary on the obligations of trustees of funds
- Processing of all transaction data using specialist software specifically designed for Australian law
- Production of financial statements and associated reports that comply with the requirements of the ATO
- Production of income tax returns
- Calculation and establishment of pension schemes
- Attention to all contact with the appointed external auditor
- Referral to a licensed investment advisor if one is required
We advise our clients on the records that they must keep to fulfil their trustee obligations. We prefer to process data on a regular basis to speed up end of year accounting.
