Jonathan manages a growing list of Self Managed Super Funds that range from the accumulation stage to the pension stage.

Superannuation can be complicated. If you choose to join the growing list of Australians who wish to start their own SMSF, that doesn’t mean you have to figure it all out yourself.  Jonathan is able to assist you with the entire process from setting up, administrating and managing your SMSF:

Set Up

  • Application and registration of all Australian Tax Office requirements (Tax File Numbers, Australian Business Numbers, Goods and Service Tax, Pay As You Go)
  • Organising a complying Trust Deed
  • ETP Rollover Statements
  • Advice on the benefits and costs of a Self Managed Superannuation Fund

Administration

  

  • Preparation of financial accounts
  • Preparation and lodgment of Tax Returns
  • Preparation of all minutes required to ensure the fund is complying
  • Conduct an audit
  • Request for Actuarial Certificates (if required)

Management

 

  • Assist with Tax Planning e.g. ensure appropriate levels of contributions
  • Organisation of an investment strategy for your superannuation fund
  • Preparation of annual pension calculations and minutes to ensure pension amounts are paid each financial year within the complying limits
  • Refer you to financial planners to review your current investments to ensure you achieve your financial goals
  • Coordinate Risk Insurance correctly to maximise deductions of premiums and minimise tax liabilities on payments
  • Review and manage Estate Planning to ensure assets are passed to nominated beneficiaries tax effectively
  • Review and advise on Asset Protection to ensure your assets are best protected from potential liabilities or creditors

 

For more information call Jonathan on (08) 8294 0877