Self Managed Superannuation Funds (SMSF’s) offer you flexibility, control and investment choices. More and more people are choosing SMSF’s to meet their super investment requirements because SMSF’s give you the power of management to suit your circumstances and future.
However, the set-up and management of an SMSF and ensuring that it becomes compliant under Australian Taxation Office (ATO) regulations can be time consuming and confusing.
We can assist you with every aspect of SMSF’s including:
- Ensuring that your SMSF is established correctly
- Ensuring that your SMSF becomes compliant with ATO regulations
- Preparation of annual financial statements
- Preparation of annual tax returns
- Auditing and lodgement with the ATO
But it doesn’t have to stop there. We like to get to know our clients and fully understand your needs, your dreams and your retirement goals. Quite often our superannuation services are complemented by discussions with your financial planner. We ensure that your retirement goals take into account the taxation laws and tax strategies surrounding SMSF’s, such as transitioning to retirement and achieving full retirement.
A cornerstone achievement in our Superannuation services is the continuing education we offer to clients in bi-annual workshops. This follows through with one-on-one planning on an annual basis to ensure clients understand their continuing role and responsibilities as trustees.
When you want Super that suits your future, you can count on Kennerlys.
Speak to Lejo or Sue now