Preparation of Self Managed Superannuation Fund (SMSF) annual financial reports, minutes and tax return.
Arrange annual audit of the financial report
Superannuation is an ever changing complex area of tax, that does, however, provide a tax effective vehicle in which retirement savings can grow.
Owning and operating your own SMSF can give you flexibility and control of your retirement investments as well as planning the distribution of your estate.
Michael holds a limited Financial Services Licence that qualifies him to discuss and advise on the appropriateness of establishing a SMSF.
In addition to the setting up of the SMSF, there are many ongoing legal obligations that trustees must be aware of to ensure your SMSF is compliant.
It is important to have an advisor that is qualified, available and undergoes regular training to ensure his knowledge is up to date so that the advice you receive is correct and appropriate.
ASIC registered Australian Financial Services Licence 488047