Self Managed Super Funds (SMSFs)
We can assist you with:
- SMSF establishment
- advice, assistance and provision of Trust Deed, Product Disclosure Statements, Consents to Act for individual trustees or corporate trustee directors, Minutes to setup the Fund, Application for membership, Beneficiary and TFN notices, Applications for ABN and TFN, and registration papers for GST purposes (as required).
- Strategic superannuation planning towards your individual financial circumstances, including setting long-term goals.
- Preparation of financial statements and annual audit, as required under legislation.
- Preparation of tax returns at maximising your potential return or minimising your payment.
- Auditing your SMSF
For information about SMSFs please contact us at Coleman Farrell on (02) 4344 7114.