Self Managed Superannuation Advice

Are you interested in a Self Managed Superannuation Fund?

For more information about Self Managed Superannuation Funds, follow the link to our Licenced Advisor SMSF Pathways Pty Ltd. There you will find general information about how these entites work, what you can do with them, and updates on current news effecting SMSF’s.

SMSF Administration & Tax

With 20 year’s experience in the sector, we are well positioned to provide an efficient and streamlined administration service to Trustees.

The Administration service includes:

  1. Preparation of Financial statements & Minutes
  2. Preparation of Annual Tax Return, Business Activity Statements or Instalment Activity statements
  3. Organising the Annual Audit of the Fund with a Registered SMSF Auditor

As a local business, we are easily approachable to provide you with answers to any questions that you have at any time during the year.

Portfolio Secretarial Service

For those who have Share Portfolios, we also offer a Portfolio Secretarial Service which takes the pain out of keeping track of investment paperwork, and provides the Investor with reporting options to see at a glance how their investment is progressing. It also takes the pain out of tax time, by already having all the information required to accurately calculate investment income and capital gains.