SMSF Services

The Self managed superannuation environment is a specialist area and requires a specialist team to look after your Fund.

Our Self Managed Superannuation Fund (SMSF) team can assist with the following services:

  • Prepare of annual financial statements, including operating statement, statement of financial position, notes to financial statements
  • Prepare and lodge the fund’s annual return (income tax return), calculate and advise of tax liability or tax refund due
  • Audit of the SMSF by our independent approved auditors (Econ Super Audits)
  • Prepare member benefits statement, which contains member’s tax components
  • Provide you with detailed investments reports, such as investments movement report, and year-end market valuation report
  • Facilitate obtaining of an actuarial certificate where required
  • Manage communications and correspondence with Australian Taxation Office
  • Unlimited advice on the ever changing superannuation rules
  • Set up of Account Based Pensions and Income Stream calculations
  • Set up of SMSF including
    • Trustee company
    • all tax registrations
  • Structuring for wealth creation using superannuation
  • taxation advice and strategies
  • fund registry services, such as
    • addition or removal of trustees
    • addition or removal of members
    • winding up (closing) an SMSF

Note: The regulatory landscape will change on 1 July 2016. The SMSF team will work comprehensively with Econ Financial Services Pty Ltd (the group’s licensed financial planners) to offer compliant advice in the correct and appropriate way which meets the requirements of the ever-changing licensing regime.

SMSF Services Specialist

Leanne Tinyow

P. 02 92662200