03 5975 1155 Email Us

Self Managed Superannuation Funds (SMSF's)

Home  /  Services  /  Self Managed Superannuation Funds

The area of superannuation is an increasingly complex and strongly regulated environment.  Our firm has a wealth of experience in the SMSF sector and can assist clients to maximise their retirement nest eggs while meeting all ongoing regulatory requirements and ensuring the minimum amount of tax possible is paid. 

Understanding taxation and regulatory compliance complexities, we provide insight and technical knowledge to help clients meet all of their statutory requirements, including:

  • Establishment / Wind-up of SMSFs
  • Preparation of financial statements
  • Preparation and lodgement of income tax returns
  • Preparation and lodgement of BAS statements where a fund is registered for GST
  • Portfolio management of SMSF investments and preparation of investment reports
  • Organise independent audit
  • Commencement of pensions - Account Based Pensions (ABP) and Transition to Retirement Income Streams (TRIS)
  • Purchasing properties within an SMSF (strategies available either with or without borrowing)
  • Tax planning including pension, lump sum and contribution strategies

Contact : Tony Cole 03 5975 1155

RDW & CO Pty Ltd (ASIC No. 1243534) ABN 61 114 946 388 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Tony Cole (ASIC No. 1243532) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Website: www.meritwealth.com.au | Privacy Statement.Financial Services Guide

Send an Email

This website is powered by EziWeb