SERVICES

SUPERANNUATION

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with Self Managed Super Funds.

Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. At Advanced Income Tax we can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.

Services we offer include:

  • Establishment of Self Managed Superannuation Funds
  • Establishing Corporate Trustees
  • Trust Deeds and Amendments to old Trust Deeds
  • Financial Statements and Income Tax Return
  • Completion of Information for the Insurance and Superannuation Commissions
  • Annual Superannuation Audits
  • Member Contribution Statements
  • Advice concerning Compliance Matters
  • Advice concerning Taxation Benefits
  • Advice on Employer obligations