SMSF Structuring & Administration
We provide self-managed super fund structuring and ongoing administration, prepared in accordance with your instructions. From
corporate trustee structuring to pension phase documentation, we
support the accurate and compliant + administration of your fund.
SMSF Specializations
We support Melbourne business owners and investors with theadministration and compliance of their self-managed superannuationfunds.
01
Establishment & Structuring
Assistance with establishing SMSF structures, including corporate trustee arrangement and trust documentation
04
Contribution & CGT
Preparation of contribution records and capital gains tax(CGT)calculations for your super fund.
02
LRBA & Investment Strategy
Preparation and review of investment strategy documentation andLRBApaperwork, prepared in accordance with your instructions.
05
Division 296 Reporting
Assistance with reporting and record-keeping obligations relating to the$3 million super balance threshold
03
Compliance & Audit
Coordination of accounting and audit processes to meet ATO regulationsand ongoing super fund reporting obligations.
06
Pension Phase Administration
Administrative support for the transition to pension phase, includingincome stream documentation and compliance reporting.