For Advisors

We do not provide financial planning or portfolio services, but do provide the following:

Setting up a self managed super fund

• Creating a trust deed that ensures maximum flexibility and is compliant.
• Registering the fund and ensuring the proper elections are made for tax concessions.
• Facilitating seamless commencement of the pension and transition to retirement income stream.
• Supporting you by answering any queries you have.

Fund accounting, taxation and auditing

Our role is to prepare the annual financial statements and reports, facilitate any auditing, and prepare and lodge the annual income tax returns for your clients.

For Accountants

Looking for help administering your clients SMSF?
Are you overwhelmed with all the legal requirements and staff training you need to do?

Our aim is to help you prepare your clients SMSF Financials / tax returns, advise them on optimisation strategies, & train your team in order to help you continuously improve your accounting services.

Process

Just email you query or contact us by phone. You can send us all the relevant information / work papers and one of our team will contact you within 24 hours.

We can also come to your office and prepare all Financials on your software.

Please note time frame to allow for preparation of accounts/tax returns is normally 5 business days per fund if no extra information is required.