Superannuation services

Many clients are now setting up their own self managed superannuation funds so that they can maintain control over their investments and to avoid the high fees of the large retail funds.

We can help you with:

  • Set up of the fund and compliance with initial registration requirements
  • General advice on investment strategy (see note below)
  • Preparation and audit of financial statements and annual return in accordance with Superannuation Industries Supervision Act.
  • Advice and assistance concerning compliance with operating standard