Strategic Super Services

Services we provide

Compliance Management

We have the capability to provide comprehensive services in relation to managing your clients SMSF including the following:

  • Fund and Trust Establishment;
  • SMSF Compliance Services, including drafting relevant Minutes, Supporting
  • Documentation and Investment Strategies;
  • Superannuation Fund Administration Services;
  • Account Preparation and Reporting;
  • Financial Statements;
  • Member Benefit Statements;
  • Trustee Annual Report to Members;
  • Commencement of Income Streams -Account-Based Pensions or Transition to Retirement;
  • Actuarial Services;
  • Tax Compliance and Return Lodgement;
  • Liaising with the ATO; and
  • SMSF Audits.

Wealth Creation Strategies

Through our comprehensive knowledge of the regulatory environment and management of wealth creation strategies, we are also able to provide practical advice on the most effective superannuation strategies to assist with you clients overall financial plan.

Specifically, we can provide practical and comprehensive advice in relation to the following:

  • The accumulation, retirement and estate planning phases of a SMSF;
  • Initial design, establishment and strategies required to run an effective fund;
  • Assist your client to structure a retirement plan which will achieve their financial goals in a tax effective manner;
  • Retirement planning including assisting clients in relation to taking their retirement benefits in the form of income streams from their SMSF;
  • Estate planning needs. To this end, we work closely with your clients legal advisors to assist in the development of an estate plan;
  • Expertise with all statutory compliance obligations, and significant experience in dealing with the APRA and the Australian Taxation Office in relation to all superannuation regulatory and compliance matters;
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