It’s time you had a Self-Managed Super Fund Specialist
Although self-managed superannuation funds are often considered the ‘DIY’ option, maintaining and maximising the potential of your SMSF requires professional financial advice and assistance.
Managing an SMSF requires an in-depth understanding of compliance requirements. It takes time, skill and knowledge, and there are ongoing running costs. As trustee of an SMSF, you’ll be responsible for operating your fund within the law. If you don’t, you may face severe penalties and your fund can suffer heavy tax consequences.
Admin and Accounting Services for SMSF Trustees
Pretium Solutions can take care of all of your SMSF administration requirements while ensuring you adhere to all the ATO’s regulatory responsibilities. This way, you can enjoy complete peace of mind over your hard-earned nest egg.
Our services include:
Preparing SMSF accounts and tax returns
Tracking of member account balances and components
Organising the annual independent audit and liaising with the auditor
Track and maintain investment valuations and CGT records
Monitor and track contributions & pensions made to/from your SMSF
Monitor compliance of your SMSF with relevant legislation
Lodgement of the SMSF annual return.
Paul Sweeney, Pretium Solutions Managing Director, is an SMSF Specialist Advisor™ (Self Managed Superannuation Fund Association) and a CA SMSF Specialist (Chartered Accountants Australia and New Zealand).
Want to know more about Self Managed Superannuation Funds (SMSFs)? Download our guides and fact sheets here.