RB ACCOUNTANT & ADVISOR is affiliated with Licensed Financial Planners and can assist you with all your Self-Managed Superannuation Fund needs.
Financial Planner may Our help you with everything SMSF including:
- Financial Planner Providing you with a Statement of Advice (SOA)
- Financial Planner advise you by creating an optimal investment strategy.
- Financial Planner will review and manage the ongoing compliance needs for new and existing funds ensuring trustees are well educated in respect of their obligations.
- Retirement Phase Planning – including pensions and transition to retirement income streams.
- you would like to add or remove existing members
With the written documentation from the financial planner and trustee, our team will help you the followings.
- Establishment of a new SMSF, as well as the review, upgrade, and restructure of existing funds.
- Contributions and investment tax – We can provide general guide regard to the tax outcomes from different investments and superannuation contributions.
- Administration – We have a holistic approach to SMSF administration and reporting services, including preparing Financial Accounts, Tax Returns, Audit reports and general Compliance. We will ensure you meet all the annual reporting requirements of the ATO.