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There is a dedicated team within the firm that concentrates on superannuation. We can provide advice on superannuation legislation, and assist in managing your superannuation portfolio. If you have any questions regarding superannuation please contact our superannuation specialist, Jane Thomson.
We use specialised portfolio administration systems including Praemium. Praemium is a software programme designed for stockbrokers, accountants, financial planners and superannuation administrators and provides superior tax and investment reporting features.
Our services include:
- SMSF formation
- Portfolio administration
- Preparation of financial statements
- Annual fund returns
- Auditing and compliance
- Maintenance of Trustee records