Self Managed Superannuation Funds
Carnbrea provides or co-ordinates 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.
SMSF services provided by Carnbrea or co-ordinated with our outsource partners encompass:
- TSMS 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- Pension calculations and monitoring membership withdrawals to ensure minimum pensions are withdrawn prior to 30th June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 [BSBs] and Instalment Activity Statements [IASs]
- Payment of disbursements and items such as income tax and audit fees where Canbrea has authority on client’s bank accounts
- Arranging for the audit of funds in accordance with the law applicable to SMSF’s
- Implementation of appropriate SMSF strategies to optimise use of this vehicle