Self Managed Superannuation Funds (SMSF) Services

Self Managed Superannuation Funds (SMSF) services is expected to increase markedly over the next several years.

Christian Tapia, financial advisor with RBS Morgans, says "Over the next several years baby boomers will be retiring. We find that people will often start planning for their retirement about ten years earlier. In doing so, they are looking for more than just investment options. That is where SMSF's raise the bar, by adding the additional wealth creation instrument - tax minimisation. Compounded tax savings, combined with sound investment advice, provides the ability to optimize both savings to date and future funds growth."

After the financial planner has done his bit, My Tax Zone steps in to provide a full administration service. Alternatively, the client may specify which services they require us to perform.

Our Standard Services include:

  • Preparation and maintenance of the Fund
    • financial statements
    • contribution reporting
    • member statements
    • member contribution details
  • Preparation of minutes of meetings
  • Preparation and lodgement of statutory returns with ATO
  • Conversion of funds from accumulation to pensions
  • Provision of responses to general enquiries from Trustees regarding the operation, administration and legislative requirements
  • Liaison with the Trustees’ financial advisors
  • Arranging the audit and actuarial certification
  • Attention to all compliance matters 
For more information on optimising your retirement fun, contact David Maynard or David Fong of My Tax Zone on 07 3208 3888.

Copyright 2014. My Tax Zone.