Self Managed Superannuation Fund

Tax Agent & Accountant for Small Business

Self Managed Superannuation Fund

Registered Tax Agent | Certified Practicing Accountant (CPA) | Taxation Institute of Australia

Sydney, Chatswood, Sydney North Shore

Self Managed Superannuation Fund (SMSF) Set Up

We provide complete Superannuation Fund set up service to ensure your self managed super fund comply with all relevant laws and regulations. You have peace of mind that your super fund is set up properly with best price.

Self Managed Superannuation Fund Trust Deed ( up-to-date with current legislation)
A Product Disclosure Statement in plain language — this summarises the features of the Self Managed Superannuation Fund
Minutes to set up the SMSF
Investment Strategy
Nomination Forms, Applications, beneficiary notices
Consents for the trustees, or directors of the trustee
ATO Trustee declaration Form
Application for ABN, TFN, GST
Elect to be regulated Fund with ATO

All these can be done within 3-5 business days.

The whole set up package only $330

Or $990 package if set up a trustee company (including ASIC registration fee of $400).

Contact us now for an appointment.

Running your Self Managed Super Fund

Our ongoing services for your self managed super fund covers the following to ensure that your self managed super fund remains a complying super fund:

Accounts preparation
- Operating Statement
- Statement of Financial Position
- Notes to the accounts
- Valuation of Assets on 30th June
- Member Account balance
- Minutes of meeting
- Investment Strategy
- Investment performance report

Audit of Accounts by an Independent auditor
Income tax & Regulatory return
Member Contribution Statement
GST

The annual package start from $990

Contact us now for a quote!

Contact us:

E-mail: carol@cgutax.com.au

Telephone: 0415 509 918

GPO Box 1845, Sydney NSW 2001

Self Managed Superannuation Fund

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