Superannuation
Formation of Superannuation funds - Capital Gains Tax - Investments & Contribution Advice

 

Our tax agents provide the following services in the Superfunds area:

  • Formation of funds (SMSF)
  • Preparation of annual financial statements and member reporting
  • Capital gains tax
  • Auditing of superannuation funds
  • Regulatory Returns
  • Investment & Contributions advice
  • Administration and management of superannuation funds
  • Structuring pensions
  • Pension benefit services
  • Fund compliance reviews

We also offer access to select financial / investment advisors to enable you to plan for your retirement.

The Australian Government web site contains essential information about the superannuation choices, regulations and obligations in Australia. We also recommend understandingmoney.gov.au for further information, tools and useful links about superannuation in Australia. Links to these resources can be found on our Useful Links page, under the Superannuation heading. 

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Administration of Superfunds - SMSF - Management of Superfunds - Review of Superfund compliance