Superannuation is a tax-effective vehicle for building wealth in the longer term.
Self-managed superannuation funds (SMSFs) combine all the tax advantages of superannuation with greater flexibility in investment choice and access to a wider range of wealth building options than are available in public-offer superannuation funds.TAP offers specialist SMSF services.
Our SMSF team is highly technical and experienced and will work with you to establish your SMSF as well as provide a full ongoing SMSF administration service.Based on a ‘Client First’ approach, our dedicated and specialist team is able to provide proactive solutions and advice on all aspects of SMSFs in a constantly changing legislative environment.
How can we help you?
• Assist with the establishment of your SMSF.
• Work with you to ensure your SMSF remains compliant with ever changing superannuation legislation.
• Provide “real time” financial reports so you can easily monitor the financial performance and asset allocation of your SMSF.
• Provide advice on any SMSF regulatory and compliance concerns your SMSF may encounter.
• Provide advice on the structuring options available for your next SMSF property purchase.
• Provide advice on how you can utilise your SMSF to facilitate family succession and intergenerational wealth transfer.
• Assist with the establishment of pensions and advise on your eligibility to draw benefits from your SMSF.
• Monitoring of your annual contribution and pension limits.
• Work together with you (and your solicitor) to provide guidance on how your super assets may be distributed on death.
Administration including:
• Preparing year-end financial statements for your SMSF.
• Preparing and lodging the fund’s annual income tax and regulatory return.
• Satisfy new transfer balance account reporting (TBAR) measures with the ATO.
• Arranging an annual actuarial certificate.
• Arranging the statutory annual SMSF AuditSELF MANAGED SUPERANNUATION FUNDS (SMSFS).
• Updates to the Fund Deed and Trustee structure.
• Taking care of paperwork and calculations in relation to the commencement and maintenance of pensions.
• Preparing trustees’ minutes in relation to certain events.
• Other statutory obligations such as ASIC.