SMSF - Self Managed Superannuation

We specialise in Self Managed Super Funds SMSF

SMP provides a comprehensive service to help you manage and grow your Self-Managed Superannuation Funds (SMSF) to allow you control your investment strategies for your future while minimising charges and ensuring you comply with all of your obligations.

At SMP we have a specialist in Self-Managed Superannuation Funds.  Sarah Milosevic is the only fully qualified SPAA Specialist Advisor on the South Coast and has the experience and qualifications to assist you in establishing, administering and managing your SMSF.

Establish

• Application and registration of all Australian Tax Office requirements (Tax File Numbers, Australian Business Numbers, Goods and Service Tax, Pay As You Go)
• Organising a complying Trust Deed
• ETP Rollover Statements
• Advice on the benefits and costs of a Self-Managed Superannuation Fund
• Organising a special purpose SMSF Corporate Trustee

Administration

• Preparation of financial statements
• Preparation and lodgement of annual returns
• Preparation of all minutes required to ensure the fund is complying
• Conduct an independent audit
• Request for Actuarial Certificates (if required)

Management

• Assist with Superannuation Planning
• Organisation of an investment strategy for your superannuation fund
• Preparation of annual pension calculations and minutes to ensure pension amounts are paid each financial year within the complying limits
• Coordinate Personal Risk Insurance to maximise the tax deductibility of premiums
• Review and manage Estate Planning to ensure superannuation assets are passed to nominated beneficiaries tax effectively