Our Services
- Application for TFN & ABN registration
- Fund Trust Deeds
- Member applications
- Trustee Minute/Resolutions
- Preparation of annual financial statements, annual income tax & regulatory return
- Member statements
- Arrange for the annual financial & compliance audit
- Processing of fund transactions
- Reporting to fund trustees (Monthly, Quarterly, Annually)
- Provide investment reporting, including Capital Gains Tax position
- Fund trustees maintain full control of bank account & investment decisions
- Attend to Annual Compliance Services
- Preparation of all ATO forms
- Calculation of allocated pension parameters
- Preparation of monthly/quarterly IAS re PAYG withholding tax remittance
- Conversion of your fund from Accumulation phase to Pension phase
- Preparation of annual PAYGWH statements
- Calculation of pension parameters for forthcoming year.
- Complying fund investments
- Structuring of funds and pensions
- Salary packaging,
- Redundancy packaging
- Retirement structuring
"Very professional and friendly staff."
