Self-Managed Superannuation Funds

Planning & Preparation

• Discussions regarding the suitability of a SMSF and assistance in establishing a SMSF.
• Retirement planning includes Transition to Retirement account-based pensions.
• Forecasting to maintain a lifestyle when commencing a pension.
• Aged care projections and planning for future costs.
• Estate planning to transfer superannuation wealth on death.
• Tax strategies for minimising tax on CGT events.
• Discussions on the establishment of Limited Recourse Borrowing Arrangements.
• Review of risk profiles and assistance in establishing an investment strategy.
  

Expert Compliance

• Discussions in relation to non-standard asset investments and their compliance with the Superannuation Industry (Supervision) Act 1993 (SISA).
• Discussions on contribution limits and pension obligations.
• Assistance with the revaluation of assets as required by SISA.
• Review of trust deed, investment strategy, death benefit nominations and asset titles in accordance with SISA.
• Notification of important changes to statutory requirements for Self Managed Superannuation Fund trustees.
  

Performance Reporting

• Online reporting providing timely access to super balances.
• Quarterly reports to review fund performance to help with investment decisions.
• Annual fund balance summary based on member balances split by preservation and taxable components that will identify tax strategies.
• Investment summary, including rate of return and benchmark performance against industry and retail funds.
• Annual statutory financial statements, including tax returns, and member statements to report on the fund's overall performance.
  

Administration Services

• Preparation of all statutory documentation in accordance with SISA.
• Collation of fund documentation from third parties.
• Arrangement of revaluation of non-standard assets such as properties and artwork.
• Arrangement of actuarial certificate.
• BAS and IAS returns.
  

Meet our superannuation team

At Brentnalls SA, we help you plan for the future by delivering accurate and timely performance reports so that you can make informed decisions. Our advice is focused on tax optimisation and increasing your wealth. Our SMSF specialists make it super simple to understand while ensuring your fund remains compliant.

In support, we also provide superannuation information sheets.