Our Services

Superannuation Administration

Annual Compliance & Administration

Preparation of compliance returns for self managed superannuation funds, members’ statements, financials, investment reports, independent actuarial reports, and taxation and APRA reports, with funds independently audited.

Pension Requirements

Calculation of required pensions to be paid, preparation of statutory forms and minutes. Conversion from Accumulation to Pension Phase, pension restructure as required.

Trust Deed Services

We will review your Trust Deed and attend to new member documentation, binding death nominations, change of trustees and other matters as required.