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
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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
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