SMSF Solutions in Geelong

• Strategic
  Advice

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  • Superannuation strategies – contributions, salary sacrificing, pensions and transition to retirement
  • SMSF borrowing structures and strategies
  • Specific SMSF issues – including in specie contributions, use of reserves, related party transactions and in-house asset rules
  • Acquisition of property – including business real property
  • Estate Planning strategies

• Investment
  Advice

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  • Development and review of the Fund’s investment strategy
  • Portfolio construction and asset allocation advice
  • Market and investment research
  • Recommendations in relation to direct shares, managed funds, listed investment companies and ETF’s
  • Access to wholesale investments and wholesale pricing

• Investment
  Administration

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  • Access to comprehensive administration platforms
  • Detailed investment reporting – including cost information and income details
  • Consolidated portfolio reporting – including portfolio valuation, income reports, asset allocation and performance reporting
  • Tax statements at investment level
  • 24×7 online access

• SMSF Accounting
  & Compliance

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  • Preparation of financial statements
  • Tax statements at Fund level
  • Calculation and recording of member balances and pension payments
  • Prepararation of minutes, dealing with ATO and ASIC regarding compliance requirements
  • Co-ordination of audit and actuary functions

• SMSF
  Documentation

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  • SMSF establishment – including Trust Deed and corporate trustee
  • SMSF Borrowing package – including establishment of the bare trust and corporate trustee
  • SMSF Investment Strategy Document
  • Death Benefit Nominations

*We can work with your chosen accountant or alternatively, we can enlist the help of a specialist SMSF administrator on your behalf.