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SELF MANAGED SUPERANNUATION FUNDS |
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Superannuation is one of the most effective forms of wealth creation available in Australia. Self-managed superannuation funds have become an increasingly popular method of taking savings for your retirement in a most tax effective manner.
Custom Accounting holds an Australian Financial Services License which allows us to provide advice on superannuation.
Our Firm has taken a keen interest in the benefits of self-managed superannuation and has adopted this area as a speciality since significant legislation changes created unique opportunities in 1989.
- Our Services
- Provision of advice in relation to the choice of trustees
- Facilitation of a solicitor with an active specialisation in Superannuation Law, experienced in the preparation of a superannuation fund trust deed
- Communication with the Australian Taxation Office (ATO) regarding the appropriate notification of establishment of the fund
- Provision of information and advice on cash management accounts
- Assistance with an investment strategy and advice in relation to the suitability of assets for ownership by the superannuation fund
- Assistance with the establishment of an investment portfolio dependant on the choice of strategy
- Carry out the audit required by the ATO and prepare and lodge the Annual Return
- Prepare the annual Financial Statements and Statements for Members
- Preparation and lodgement of the Income Tax Return with the ATO
- Manage the required documentation on the entry and exit of members
- Preparation of documentation on commencement of pensions, and payment of lump sums
- Consulting in relation to estate planning (as it applies to superannuation assets)
- Features
- We simplify the complexities of Self-Managed Superannuation Funds
- Direct access to advisors with whom you have an existing relationship and a foundation of trust
- Benefits
- Total transparency in relation to fees and investments
- Clients have the security of being in control of their funds
- Enable your own choice of investments
- Access to a full support service
- Results
- We confidently assist you to carry out ALL your responsibilities as Trustee of your own fund, providing the peace of mind that comes with expert advice to assist you with the complex issues of Superannuation legislation
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