Self Managed Superannuation Funds

Carnbrea provides a full range of Self Managed Superannuation Fund (SMSF) services. Carnbrea provides a range of services for SMSF's to assist with the management and ongoing compliance requirements.

The Accounting and Taxation Services division work in conjunction with the Advisory division to maximise superannuation contributions for members, develop investment strategies and calculate both initial and ongoing pensions. The close working relationship with the Advisory division enables clients to receive effective advice as well as maximise their wealth in retirement.

SMSF services provided by Carnbrea encompass:

• SMSF establishment, including trust deeds prepared by qualified legal professionals
• Preparation of accounts, Income Tax Return and other compliance documentation
• Lodgement of statutory returns
• Establishment of pensions (both account based and transition to retirement pensions)
• Pension calculations and monitoring membership withdrawals to ensure minimum pensions are withdrawn prior to 30th June
• Initial and ongoing SMSF administration
• Preparation and lodgement of Business Activity Statements (BASs) and Instalment Activity Statements (IASs)
• Payment of disbursements and items such as income tax and audit fees where Carnbrea has authority on client's bank accounts
• Arranging for the audit of funds in accordance with the law applicable to SMSF's