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self managed super funds (SMSF)
Superannuation
Superannuation is one of the most tax effective ways to save for your retirement, but it is an increasingly complex area of regulation that is in constant flux.
** $399 Special Offer for
SMSF Set-Up **
For a short time only we will set-up your Self Managed Super Fund (SMSF)which is normally valued at $1800 for just $399 (GST Inc).
We won't be able to offer this to everybody as we have limited reduced packages to offer. So to avoid missing out CALL US TODAY on 1800 810 247 *Conditions Apply
A Self-Managed Super Fund (SMSF) can provide you with flexibility and greater control, but it is important not to underestimate the responsibility involved. Expert advice on the structure and ongoing running of your SMSF to ensure that it is fully compliant is a must.
Charter Partners are leading specialists in the SMSF field. You can count on our dedicated ‘super’ team to simplify the management of your fund for you, by paying personal attention to the day-to-day compliance and administration requirements.
Our comprehensive range of SMSF support services are backed up by the latest research and in-depth technical expertise.
1. Establishment of your SMSF including:
All fees's, tax and other registrations
2. Ongoing administration of your SMSF including:
Assistance to change members, trustees and deeds when required
Maintenance of the investment register
Pensions, Rollover notices, ETP's etc
Preparation of accounts and regulatory returns
Provision of investment reports with accounts
3. Compliance of your SMSF including:
Audit and reporting in line with current legislation (SIS act 2001)
Preparation of work papers for audit
Provision of advice regarding the compliance of your SMSF
4. Super Strategies
Charter Partners has developed a number of SMSF strategies that take advantage of special tax concessions that help maximise our clients superannuation for retirement.
5. Training, awareness and assistance in your role as trustee for your SMSF
With over 180 SMSF's now fully administered by Charter Partners you can be confident that we are proven specialists in this emerging growth industry.
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