SERVICES AVAILABLE

Fund Establishment:
- Tax file number & ABN registration
- Election to become a regulated SMSF
- Preparation of the fund trust deed
- Minutes and other forms
- 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 members statements, minutes & 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