Our core skills lie in the
areas of administration and consulting.
We do the following:
|
| • |
Establish superannuation funds
and carry out the activities to ensure they meet statutory
requirements (please refer to our schedule of fees for
more details). |
| • |
Administer superannuation funds, including
preparation of financial statements, preparation & lodgement
of income tax returns, audit, and business activity statements
(BAS). |
| • |
Establish trustee companies, if required. |
| • |
Provide research on strategies relating
to contributions, retirement benefit limits (RBLs) and
related tax issues. |
| • |
Administer allocated pensions and complying
pensions, including market-linked income streams (MLIS)
and provide worksheets on strategies relating to these. |
| • |
Provide actuarial certificates and contributions
reporting. |
| • |
Provide a complete administration service
for our clients. |
| • |
Above all, when our clients send us a fund
to administer, they can be assured that it will be completely
taken care of in one location, where responsibility for
its administration is ensured, from A to Z. |
