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We provide a full range of SMSF services including establishment and annual compliance. We have a knowledgeable SMSF team who can look after all of your needs.
phone: 0294113598
fax: 0294115623
w: http://www.proactiveadvice.com.au
e: info@proactiveadvice.com.au
Whether you already have an SMSF or thinking about establishing one we can help you. If you are thinking about setting up an SMSF we can review your situation and advise you if an SMSF is right for you. If you decide to establish a fund we can attend to all of the paperwork to ensure that the fund is correctly established.
If you already have a fund we can administer the fund for you on a daily basis. Through our website you will have daily access to your fund to see the investments held, their current value, and also the current income and expense position of the fund. This is an invaluable tool for you, in particular for tax planning purposes.
We can help with the annual compliance of the fund by preparing annual financial statements and the income tax return. We can also audit superannuation funds (subject to independence requirements).
9.00 am - 5.30 pm Monday to Friday
Chatswood NSW