Self-Managed Super Fund establishmentSelf-Managed Super Fund establishment
SUMMIT Accountants & Business Advisors Superannuation division has long been providing specialist superannuation advice to clients, members and trustees of Self Managed Superannuation Funds
SUMMIT Accountants & Business Advisors can provide Superannuation Advice on all aspects of superannuation, particularly specialising in establishing and maintaining your own Self Managed Superannuation Fund.
In order to fully maximise benefits for our clients, it is essential that they receive reliable, up to date specialist Superannuation Advice. Our range of comprehensive services include:
- Fund establishment
- Assistance with Rollovers/Transfers
- Superannuation Advice and assistance to ensure compliance with the Superannuation Industry (Supervision) Act 1993
- Maintenance of portfolio records
- Australian Tax Office (ATO) responsibilities
- Financial and Compliance Audit Obligations
