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Self-Managed Superannuation Funds

Our Self-Managed Superannuation Fund team is designed to help you meet all your superannuation administration and compliance needs.

Self Managed Super Funds have become very popular in the last 5 to 10 year for many reasons - the limited tax environment as well as being in control of your investments. Time needs to be put aside to ensure we can maximise the benefits.

The services we provide include:

  • Setting up your Self-Managed Superannuation Fund
    • Trust Deeds
    • Members/Trustee Requirements and Minutes
    • Investment Strategies
    • ATO Registrations
  • Tax Return preparation
  • Preparing of the SMSF Financial Statements
  • Liaising with the Auditor to have the Financial Statements audited for compliance obligations
  • Tax Planning
  • Pension Payment Calculations
  • Specialist SMSF tax advice
  • General Fund Administration requires 

Our Self-Managed Superannuation Fund specialist is Elaine Jacobie. Please contact Elaine if you have any questions relating to SMSF's. elainejacobie@rbca.com.au

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