Do you have to be Superman to manage your super fund?
Just a reminder that one of Perks' key areas of expertise is Self Managed Super Funds.
If you are thinking of managing your own super or switching over, please contact our Superannuation Team
At Perks we understand superannuation can be complicated. We are dedicated to managing, growing and simplifying your self managed superannuation fund to achieve your goals.
The Perks Superannuation Team is able to assist you with the entire process from setting up, administrating and managing your Self Managed Superannuation Fund
Set Up
- Application and registration of all Australian Tax Office requirements (Tax File Numbers, Australian Business Numbers, Goods and Service Tax, Pay As You Go)
- Organising a complying Trust Deed
- ETP Rollover Statements
- Advice on the benefits and costs of a Self Managed Superannuation Fund
Administration
- Preparation of financial accounts
- Preparation and lodgment of Tax Returns
- Preparation of all minutes required to ensure the fund is complying
- Conduct an audit
- Request for Actuarial Certificates (if required)
Management
- Assist with Tax Planning e.g. ensure appropriate levels of contributions
- Organisation of an investment strategy for your superannuation fund
- Preparation of annual pension calculations and minutes to ensure pension amounts are paid each financial year within the complying limits
- In house financial planners to review your current investments to ensure you achieve your financial goals
- Coordinate Risk Insurance correctly to maximise deductions of premiums and minimise tax liabilities on payments
- Review and manage Estate Planning to ensure assets are passed to nominated beneficiaries tax effectively
- Review and advise on Asset Protection to ensure your assets are best protected from potential liabilities or creditors
At Perks we have all the qualified people in house to provide you with all your superannuation fund needs and requirements.
