Superannuation
With superannuation the problem is always that you must act to achieve a retirement savings plan.
With Self-Managed Super Fund (SMSF) the act of doing is more important than ever. Assistance with your choice of investments within a SMSF is for your financial adviser.
Geddes & co Online Tax can prepare the following for your Self-Managed Super Fund
Assist in the formation of the your Self-Managed Super Fund (SMSF) documentation
Maintain the accounts for your fund on a BGL program called Simple Fund
Produce annual accounts including
Investment strategy
Portfolio Asset list with historic yields for each investment.
Trustee minutes
Audit file preparation using the SMSF original document and bank statements
Obtain independent auditor report
Prepare and lodge the SMSF fund tax return
The question is – are you going to act and create a retirement plan!
Call Peter on 08 82390135 to discuss options available to you
