Self Managed Super Funds

Are you looking at setting up a Self-Managed Super Fund (SMSF)?
We can provide you with advice, set it up and manage it for you

Self Managed Super Funds or SMSFs are the buzz words at the moment, however they are not suitable for everyone, so you need to be sure you fully understand the legal obligations of having a SMSF before you make the decision.

We can review your individual situation and retirement savings and discuss your options with you and if indeed a SMSF is right for you.  We’ll take the time to explain what having a SMSF entails and answer all your questions, so you can make an informed decision.

If you choose to go ahead we can manage the set up and ongoing requirements of having a SMSF, ensuring you remain compliant.

So speak to the experts and ensure you really understand your options and obligation before you make a decision.

We will undertake the following:

  • Maintain appropriate secretarial records for compliance
  • Maintain necessary capital gains tax records of assets acquired and disposals
  • Prepare annual operating statement for funds in accumulation, pension or combined modes.
  • Prepare and lodge income tax return
  • Calculate and advise minimum pension payments as necessary
  • Obtain actuarial certificates for pension paying funds as necessary
  • Monitor the fund’s Australian Taxation Office income tax and integrated client accounts

Book Your FREE, No Obligation Review Today!

Discover how the team at BSN & Co can assist you.  Book a FREE, no obligation meeting today by calling us on 9204 3733 or complete the form on the right and we’ll be in touch.



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