DC Superannuation Solutions specialises in all aspects of Self Managed Superannuation Fund (SMSF) operation and management, from fund establishment to ongoing administration, trustee education, fund accounting and independent audit functions.

Unlike other firms, we are not investment advisors, fund managers or investment promoters. Our professional and experienced staff aim to focus solely on the technical and administrative aspects to assist in the growth of your SMSF to maximise future benefits.

Headed by Shane Wilson, our team has a wealth of experience and a commitment to our clients that is second to none. We currently deliver a high quality, timely service to clients throughout eastern Australia, so wherever your location, we would be happy to meet with you to discuss how our SMSF services can help maximise your retirement funds.

With our ageing population, providing for your own retirement is becoming more important than ever. Take the time now to get it right so you can take control of your future and have the retirement you always wanted.

Services available include:

Fund Establishment:

• Preparation of the fund trust deed
• Minutes and other forms
• Election to become a regulated SMSF
• Tax file number and ABN registration
• Assistance with the rollover of existing member accounts upon start-up

Ongoing Fund Administration:

• Fund record-keeping
• Preparation of investment reports for the trustees and advisors
• Preparation of activity statements if required
• Preparation of annual financial statements including member statements, minutes and tax return

Pension Establishment for all pension types including:

• Allocated pensions
• Complying pensions
• Flexi pensions (commutable lifetime)
• Market-linked pensions (term allocated pensions)
• Transition to retirement pensions
• Ongoing Pension Management

Other Services:

• Specialist independent audit
• Review of the fund trust deed
• Documentation for changes in trustees and the admission of new members
• Seminars and other education for trustees

Please contact our office to discuss your requirements further.