Australia

With effective tax rates and increased control over assets and investment choice, it’s no surprise that Self-Managed Super Funds (SMSFs) are Australia’s fastest growing investment vehicle.

In order to access these benefits, an SMSF must comply with current legislation and regulations. There’s also a large administrative burden involved in; reviewing documents, monitoring contributions, preparing reports and organising an annual audit – all of which can take your attention away from what’s important; managing the growth of wealth for the retirement benefit of members.

Our client-focused superannuation team can relieve the burden of compliance and daily management. By regularly monitoring and reporting on our clients’ SMSFs, we are better able to identify compliance issues or potential breaches in respect of contributions and other legislative issues.

Additionally, our superannuation team works closely with our Wealth Advisory division, giving you access to investment advice as and when you need it.

How we can help

  • Preparation and lodgement of end of year accounts and income tax returns
  • Advice on fund compliance
  • Preparation of annual audit
  • Business Activity Statements
  • Specialist technical advice

SMSF Compliance​ Specialists

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