We can provide you with a comprehensive range of administration services that may include:
- Ensuring the SMSF is set up correctly so that it is eligible for tax concessions, can receive contributions and is maintained for the sole purpose of providing retirement benefits to its members
- Advice regarding the establishment and registering of the fund’s Trust Deed
- Documenting relevant Minutes, investment strategies etc.
- Account preparation and reporting
- Annual reporting including benefit statements, trustee reports and financial statements.