Although the superannuation system is often perceived as complex, it continues to play a vital role.

Moggs Accounting + Advisory can help up you establish, administer and consult on superannuation funds.

Our team is here to assist you in making sense of what is often perceived as a tricky system.

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."