SuperTax Specialist can assist with the establishment and annual administration of your Self Managed Superannuation Fund (SMSF).

 

Self Managed Superannuation Funds can be an effective tax planning strategy. It is possible to consolidate superannuation benefits of up to four family members, access income tax incentives and gain control over choice of investments.

 

SuperTax Specialist services are designed to assist SMSF Trustees fulfill their tax obligations and comply with the complex reporting requirements.

 

Our services include:

• Establishment of DIY Superannuation Funds, including corporate trustees
• Tax compliance
• Fund administration
• Tax planning strategies
• Independent audit of SMSFs
• Trust deed amendments
• ETPs and rollovers
• Retirement and Pensions

 

However, we are unable to offer investment advice

 

Superannuation Fund Financial Statements and Income Tax Returns will vary depending on detail and complexity, with a minimum fee of $600

 

Superannuation Fund Audits have a minimum fee of $500

Please contact us for a checklist of standard documents required to complete your tax return