SMSF

SMSF

We provide an integrated suite of SMSF services that can be linked with any one of our managed account services. This ensures appropriate investment coordination, ongoing compliance and full tax reporting at all times.

Our SMSF services include the following key elements:

• SMSF establishment (including assessment of SMSF appropriateness and documentation),
• SMSF trust deed establishment and/or amendments,
• Corporate trustee establishment and ongoing management,
• SMSF annual returns and Audit arrangement,
• SMSF gearing package (including fund documentation and security trust establishment),
• Capital gains records and tax management,
• Pension and other benefit payment advice and documentation,
• Contribution advice and management,
• Death benefit nomination advice and documentation,
• SMSF investment and insurance strategy advice and preparation