Our Self Managed Superannuation Fund (SMSF) Administration Unit is managed by Peter Caddy. The Three partners are accredited SMSF advisers having completed the appropriate training requirements. Investment advice can be arranged through Symes Accountants Financial Planning Pty Ltd.
Services we provide
- Facilitating the process to set up a new fund
- Processing transactions through the fund’s bank account/s
- Preparation of annual financial statements
- Preparation of annual member statements
- Preparation of trustee minutes as required
- Preparation and lodgement of the income tax and regulatory return
- Liaising with the auditor to arrange the audit of the annual financial statements
- Preparation and lodgement of Business Activity Statements or Instalment Activity Statements as required
- Arranging for pension payments to be made on a regular basis
- Preparation and lodgement of annual PAYG Payment Summary Statement and PAYG Payment Summaries for funds with pensions
- Facilitating actuarial certification where required
- Registration for GST or PAYG with the Australian Taxation Office as required
- Facilitating the process of winding up an existing fund
- Assisting clients to develop and implement pre and post retirement planning strategies within their SMSF