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Protect Wealth

Our adviser's can advise on what is necessary for your Self-Managed Superannuation Fund to meet its compliance obligations.

This can include:

  • keeping records of transactions

  • preparing Business Activity Statements

  • preparing end of year financial statement

  • advice in relation to complying with relevant superannuation laws


Complying with the superannuation law is important as the trustees can potentially be fined for breaches or the taxation concessions applicable to the fund could be removed.

SMSFs have restrictions in relation to the types of investments that can be held, ensuring the right name is on investments, borrowing, lending money and various other matters.

Our advisors can assist SMSF trustees in complying with their obligations.

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