Suite 3, 282-284 Bobbin Head Road
North Turramurra NSW 2074
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p: 02 9487 8200
e: click here

Self Managed Superannuation Funds – Services

Life Strategies Financial Services can provide the following services;

  • Advice as to whether a SMSF is appropriate for you
  • Assistance to rollover funds into or out of a SMSF
  • Assistance with the establishment of tax effective life insurance cover within your SMSF
  • Preparation of written investment strategies (a requirement for all SMSFs)
  • Advice on investment product selection
  • Being administrative headquarters for all your SMSF correspondence and providing a proactive role in assisting you as Trustee
  • Retirement Planning including advice on when to start pensions and impact on asset allocation
  • Estate Planning advice – what happens to your superannuation on death or incapacity and can you minimise tax payable by your beneficiaries
Life Strategies Accounting Services can provide the following services;

  • Establishing a SMSF including Corporate Trustee if required
  • Preparation of financial statements, income tax and regulatory returns
  • Co-ordination of the external audit or Audit of externally prepared accounts
  • BAS preparation and PAYG management
  • Establishing pensions and assistance with their ongoing maintenance
  • Advise on structuring your SMSF for tax minimisation and estate planning purposes
  • Death benefit payments
  • Wind up of your SMSF