We offer you support in all areas of your trustee responsibilities
The areas where we can help SMSF trustees include:
- Compliance under the trust deed and superannuation legislation
- Investment strategies
- Keeping records of investments, member account balance, contributions received, benefit payments and pension payments
- Prepare financial statements
- Calculate and pay fund’s tax bill
- Prepare and lodge BAS returns
- Annual audits
- Insurance cover for fund members
