Trustees often fall short of their compliance obligations, primarily because there is so much, combined with so many legislation changes occurring from year to year. If you have little or no time to manage your compliance or if you are just looking for more assistance in this area, we offer a cost effective service that is quick and reliable.

Our team in superannuation, taxation law and corporations law can help you with:

  • Establishing your self-managed super fund
  • Managing your fund’s compliance with the Superannuation Industry (Supervision) Act 1993 (SIS Act)
  • Accounting for structuring your income streams tax effectively
  • Outlining the taxation benefits for your insurance options so your premiums are paid from the best possible source
  • Advise of the taxation changes in deductible contributions or non-deductable contributions
  • Accounting for pensions and fund transition to pension

The compliance is completely managed on your behalf, tailored to your fund, including maintaining accounting and member records and preparing annual pension fund paperwork. We will also prepare annual financial statements and maintain portfolio records, while all your taxation obligations are met.