Self-Managed Super Funds (“SMSF”) Accounting and Advice  

SMSF Accounting

We offer preparation, lodgement and guidance on the following SMSF documents and processes:

• SMSF Financial Statements
• SMSF Tax Return
• SMSF Audits
• Pension Advice and Set-up
• Transition-To-Retirement (TRIS) Advice and Set-Up
• Binding Death Nominations (in conjunction with our Legal Advisor)
• All other required documents and notices regarding SMSFs

SMSF Advice

In preparing for your future, or leading up to your retirement or semi-retirement, it helps to plan ahead.

We invite clients to make an appointment for a SMSF Advice Session.  This is your opportunity to discuss with us your future plans and implement strategies that will best align with your retirement goals.  This may involve establishing an SMSF or reviewing the retirement and planning strategies within your SMSF.

On completion of the session, we will provide you with a Statement of Advice  (“SOA”) report that outlines the recommended strategies applicable to your situation.

With the removal of the Accountant’s Exemption from 1 July 2016, the legal documentation required around SMSF Advice has substantially increased. All accountants providing SMSF Advice are legally required to be an authorised representative of an Australian Financial Services Licence (AFSL) holder.

PS & Co Financial Services Pty Ltd (our affiliate firm) [ABN 24 609 795 020] is a Corporate Authorised Representative (No. 01240108) of GPS Wealth Ltd | AFSL 254 544 | Australian Credit Licence 254 544 | ABN 17 005 482 726 | www.gpswealth.com.au. 

Sharon Staggs (ASIC No. 1240155) is the Sub-Authorised Representative of PS & Co Financial Services Pty Ltd | CAR No. 01240108 | ABN 24 609 795 020.