- Annual Financial Statements
- Member Statement Preparation
- Annual Minute Preparation
- Up to Date Reporting
- Contribution Monitoring
- Pension Payment Monitoring
As well as tradition annual reporting of financial statements and member statements, we offer up to date reporting with the use of cutting edge technology.
Our director is a registered tax agent and as part of our service we complete and lodge with the ATO the funds annual return, business activity statement and instalment activity statement.
- Annual Return Lodgments
- Business Activity Return Lodgment
- Instalment Activity Return Lodgment
- PAYG Payment Summary Lodgment
- Trustee Education
- Tax Planning
- Dealing with the ATO on the Trustees Behalf
- In House Asset Rules & Related Party Transactions
- Limited Recourse Borrowing Rules
- Estate Planning & Structuring
Our consultancy service is essential offering to our clients to help keep their funds compliant in a dynamic legislative environment.
SMSF Hobart has partnered with A.S.A.P Advice to provide our clients with scaled advice on superannuation product transactions.
- Fund Establishment & Windup
- Pension Commencement
- Pension Commutation
- Member Rollovers
- Lump Sum Payments
- Limited Recourse Borrowing
- Contribution Management
About Us
SMSF Hobart is a specialist self managed superannuation administration and compliance firm.
Address
5 Peltro Street, Glenorchy, TAS, 7010
159 Brighton Road, Brighton, TAS, 7030
(Only Wednesdays available with Jonathan)
Contact
(03) 6273 6421