Self-Managed Superannuation
A SMSF provides a great opportunity to take control of your superannuation and build wealth for your retirement.
Self-Managed Superannuation Funds
PRJ Accounting have the skills and experience to provide SMSF specific financial advice. We offer the following services:
Fund Establishment
- Provide advice on set up, management, tax matters and compliance
- Set up of the fund and trust deed
- Establishment of a trust for a borrowing arrangement to acquire property
- Provision of minutes and documents re the establishment of the fund
Fund Administration
- Preparation of annual financial statements
- Prepare individual member benefits statements
- Calculate minimum pension payments
- Audit of the fund by an approved SMSF auditor
- Prepare and lodge the fund’s income tax return
- Provide assistance to trustee’s with the preparation of the fund’s investment strategy and their reporting obligations
- Obtain actuarial certificates where required
- Provide pension commencement documentation
SMSF Advice
- Tax effect of contributions
- Contributions via transferring assets
- Starting or commuting an income stream
- Investing in unlisted unit trusts
Advice will be provided by PRJ Accounting Solutions as a Corporate Authorised Representative (No. 001244491) of SMSF Advisers Network Pty Ltd. AFSL No. 430062.
Daniel Hodges is an Authorised Representatives of SMSF Advisers Network Pty Ltd. AFSL No. 430062.
