If you’ve got a self managed superfund, I’d love to assist with your annual accounting needs.

I specialise on the accounting side and use an external auditor. I can work with your preferred auditor, or alternatively, our default auditor is Rosanne Cotter, who has over 30 years experience and is considered an industry expert.

Unlike “cut-price” or online superannuation administration companies, I take the time to ensure you understand the real benefits and possibilities of having your own superanuation fund. I also ensure you understand your obligations so that you don’t unknowingly get it wrong. Making mistakes with your fund can prove costly.

If you are looking at setting up your own fund, I also offer a $1,150 fixed-fee set up process, which includes meetings to discuss the process, preparation of trust deeds and associated membership documents and preparation and lodgment of all tax office registration forms.

A self managed fund offers greater flexibility and control over your retirement savings. However, it is essential that all participants appreciate that a high level of responsibilty is placed upon them. It’s not something that is done without some serious consideration. Contact me if you’d like to discuss the pros and cons.

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