Disclaimer: Calidad Consulting are not Licenced Financial Planners and therefore we do not provide Financial Advice, implied or otherwise. We strongly recommend you seek the advice of a licenced Financial Planner before setting up a Self-Managed Superfund.
Self-Managed Superfunds are a complexed area and can be broken into two distinct areas;
- Investment
- Compliance
Investment advise can only be provided by a Licenced Financial Planner and at Calidad Consulting we believe in independent advice that is why we do not provide this service directly to our clients. We do work with Licenced Financial Planners or you can source your own who we are more than happy to work with.
Compliance is a complexed and ever-changing environment and at Calidad Consulting we can provide our clients with assistance in the preparation and lodgement of Annual Tax Returns and associated returns, preparation of Annual Financial Reports. We are also able to setup Self-Managed Superfund structures in accordance with the directions of your Financial Planner.
SMSF are required to be independently audited and we have partnered with Bumgarner Partners who specialize in auditing SMSF.
Our services include:
- Establishing a Self Managed Super Fund
- Managing a Self Managed Super Fund
- Accounting and compliance associated with setting up and maintaining your own SMSF
- Preparation of detailed Financial Statements, Members Statements and annual documentation for the appointed Trustee, including Minutes for Trustee meetings, Trustee Declaration etc.
- Audit of the fund (using a specialist SMSF auditor)
- Preparation and lodgement of Self Managed Superannuation Fund Annual Returns, Business Activity Statements (BAS’s) and Instalment Activity Statements (IAS’s)
- Liaising with the Australian Taxation Office when necessary
- Advice regarding compliance issues and assistance with legislative changes
