Super Fund Setup and Fund Administration
Facilitate Fund Audit (Via Partner Firm)
Preparation of Fund Financial Statements and Income Tax (Annual) Return
Quarterly / Monthly Financial Performance Review Meetings
Member Statements and Investment Reports
Pension Establishment and Documentation
Member Benefit Payment Documentation
Limited Recourse Borrowing Arrangements
ABN, TFN Registrations and Other ATO Required Elections
Superannuation Specific Taxation Advice and Planning
Compliance with SIS Act and SIS Regulations
Actuarial Certificates, Investment Strategies and Trustee Minutes
More and more people are turning to self-managed super funds (SMSF) as a way to gain greater control over their superannuation and financial future. However with superannuation rules changing all the time, it is important to ensure that superannuation and tax requirements are being met.
We are always at the forefront of changes to legislation and provide you with up-to-date advice, enabling you to make informed decisions in relation to your SMSF, whilst maintaining compliance.
Transcend Accounting holds an Australian Financial Services Licence with ASIC for providing advice on superannuation and the setup of a SMSF. In addition, our clients have access to cloud-based superannuation management software allowing daily member balance reporting and investment performance analysis.
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