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"REALISING
FINANCIAL OPPORTUNITY"
The windows of opportunity to turn your financial future around are not infinite. At the very least, there is a lost elegance in a rushed rescue mission. At the very worst, you are sunk.
Following is a list of the SMSF Administration Services we provide:
| Application for ABN & TFN | |
| Preparation of trustee declarations | |
| Applications for membership of the SMSF | |
| Preparation of SMSF Financial Statements and Annual Return | |
| Preparation of minutes for trustees | |
| Preparation of Activity Statements | |
| Calculation of minimum and maximum pension payments and client notification | |
| Monitoring of investment strategies | |
| Monitoring for potential compliance issues | |
| Preparation of SMSF for audit incorporating; Financial, Compliance and Independent Audit Reports | |
| Annual PAYG statement (e.g. for pension recipients below age 60) | |
| Commencement of Pension | |
| Winding up of SMSF | |
| Technical advice |