Self Managed Superannuation Super Services
Our accounting team provide complete accounting and tax services, including preparation of annual financial statements, tax returns and quarterly or annual activity statements can be prepared and lodged as required.
We have a professional yet independent working relationship with a Certified Company Auditor to whom we refer our SMSF trustees who are seeking an Audit of their SMSF (required annually). This ensures that you have an independent auditor inspecting the accounts of your SMSF.
Our financial planning and wealth management team provide comprehensive SMSF advisory services, as well as specialised investment administration and wealth management services to SMSF trustees. They can provide trustees with fully compliant comprehensive statement of financial advice detailing specific investment advice – what and how much of what assets to buy / sell / hold and what services to use to assist the fund to achieve the appropriate objectives of the fund.
A compliance administration service is also available to trustees from our investment team – to assist trustees to maintain compliant records and operate their fund in compliance with the law. For instance out r team provide through this service – annual investment strategies, Product Disclosure Statements (annually), relevant trustee minutes relating to the management and administration of assets and the fund.
Finally, our investment team has a professional and yet independent working relationship with Mr Tim Horrell of Clewett Corser & Drummond, who provides regular and comprehensive reviews of SMSF trust deeds to ensure they are up to date with current legislation and regulations. We recommend this be done every 3 years as a minimum. There are many cases where such reviews have not been completed on regular basis that SMSF’s have been operated in a manner outside of the scope of the funds deed. There are considerable legal and financial penalties associated with this behaviour – whether accidental or not.
This service is available via ascendia wealth pty ltd (investment advice, financial advice and wealth management) and ascendia accounting pty ltd (accounting, audit access, accounting administration and related compliance, tax services).