Self managed superannuation funds (SMSFs) are not simple to manage.

In fact they require careful planning to perform well with your individual circumstances and to comply with both the current and ever-changing legislation. Tregloans provides specialist knowledge about superannuation that can assist you in the management of your fund and maximise your return on investment, including:

  • Assistance with establishing a self managed superannuation fund
  • Preparation of annual financial statements and income tax returns
  • Assistance with preparation of ¬†minutes and all documentation to comply with superannuation legislation
  • Assistance with preparation of investment strategies
  • Taxation advice about self managed superannuation funds
  • Advice relating to contributions and employer obligations

 

We also offer a service for clients who prefer to outsource the day to day management of the fund.

Luciana Larkin
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Luciana Larkin