SUPERANNUATION

Protect Wealth

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

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This can include:

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• keeping records of transactions

• preparing Business Activity Statements

• preparing end of year financial statement

• advice in relation to complying with relevant superannuation laws

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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.

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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.

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