Superannuation Solutions
Self Managed Superannuation Funds are now the largest and fastest growing segment of the superannuation industry. Self Managed Superannuation Funds (SMSFs) can be a great way to provide for your retirement. However, managing your own superannuation can be a big responsibility.
Wealth Experience’s Superannuation service allows you to outsource the work involved with establishing and managing your Self Managed Superannuation Fund while enabling you to maintain control over your superannuation benefits.
It also provides an all-inclusive service for the establishment, management and administration of your Self Managed Superannuation Fund. Our specialist staff will provide you with the necessary points of contact to guide you through the processes of maintaining and administering a SMSF.
Specific roles performed by the Wealth Experience Superannuation team include:
- Establishment of SMSF
- Annual fund administration including member reporting, preparation of fund financial statements, liaising with independent auditors, preparation and lodgement of periodic IAS forms, and lodgement of the fund tax return
- Addressing compliance issues within SMSFs
- Advice regarding strategies within superannuation
- Pension establishment
- Investment strategy preparation
- Ongoing trustee education
We will work closely with you, and other professionals such as your accountant, solicitor or lawyer if need be, to make your passage of time through wealth creation to wealth utilisation as simple and hassle free as possible.