Super Funds (SMSF)

We provide tax compliance services such as:
  • Preparation of income tax returns
  • Preparation of financial statements
  • Preparation of activity statements

We currently administer 'Praemium' for a majority of our self-managed superannuation funds which allows us to maintain and report on each fund's portfolio.  'Praemium' provides us with the following capabilities:
  • Automated portfolio
  • Corporate action processing
  • Income reports
  • Capital Gains Tax (CGT) positions and reconstructure capabilities
  • Ongoing broker links
  • Daily portfolio valuations

Using Banklink and Praemium to help administer the compliance work for superfunds, is a much more efficient and accurate method of accounting.

We also provide advice and assistance in maximising retirement savings:
  • Advice on and assistance with the establishment of self managed superannuation funds
  • Taxation advice with respect to contribution and pension strategies
  • Retirement and estate planning tax strategies
  • Assisting with superannuation rollovers
  • Borrowing strategies image