SELF MANAGED SUPER FUND

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As experienced Public Accountants, we’re well versed to guide you through establishing, structuring and managing your super fund by providing and sourcing sound advice from start to finish. We strive to help our clients to grow and succeed, and to establish a secure financial future.

 

Self managed super (also commonly known as SMSF) enables individuals to take control of their retirement. With the rules and regulations governing SMSF’s constantly evolving, administration and compliance by trustees can be daunting.

 

Bruce Morey & Associates combine their wealth of knowledge obtained through their experience and the most advanced SMSF administration solution to deliver a tailored service package to suit your needs. Our service offering includes:

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• Establishment and Administration of Self Managed Super Funds;

• Financial statement and tax return preparation (including preparation of member statements and other compliance returns);

• Preparation of monthly or quarterly financial and management performance reporting;

• Assistance regarding complex transactions and structuring (including borrowing in Super and holding of certain asset types); and

• Assistance with the establishment of pensions and administration of payment

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