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Our Services
Fund Establishment
- SMSF and corporate trustee establishment
- Essential kit of documents ready for signing
- Online ABN/TFN registration
Ongoing Compliance
- Full package of annual financial reporting documents for signing
- ATO annual return or draft for input into your tax lodgement system
- Annual independent audit and actuarial services arranged (as required)
- Report on and assistance with SIS compliance
- Lump Sum and Pension calculations and documents (as required)
Fund Termination
- Death, Divorce, Wind Up calculations and tailored documentation
Our Services
Fund Establishment
- SMSF and corporate trustee establishment
- Essential kit of documents ready for signing
- Online ABN/TFN registration
Ongoing Compliance
- Full package of annual financial reporting documents for signing
- ATO annual return or draft for input into your tax lodgement system
- Annual independent audit and actuarial services arranged (as required)
- Report on and assistance with SIS compliance
- Lump Sum and Pension calculations and documents (as required)
Fund Termination
- Death, Divorce, Wind Up calculations and tailored documentation