02 4991 9149

tye@fiduciawealth.com.au

Servicing

Townsville, Brisbane and Hunter Valley

 

SMSF

Advice regarding Establishment of new Self-Managed Superannuation Funds

Fiducia can provide advice regarding the suitability of a self-managed super fund to your circumstances.

Establishment of new Self-Managed Superannuation Funds

Fiducia can arrange the setup of a new SMSF and the relevant trustee company if necessary.

Establishment of Self-Managed Superannuation Fund borrowing arrangements

If you borrow within your self-managed super fund Fiducia can assist with all of the relevant paperwork that is required to allow your fund to borrow.

Administration of a Self-Managed Superannuation Fund

Fiducia can assist with:

  • Contribution Limits and ensuring your compliance with these limits
  • Pension payments and ensuring your compliance with relevant minimum and maximum
  • Tracking your investments and ensuring assets are accounted for at market value
  • Record keeping requirements
  • Preparation of annual financial statements for your SMSF
  • Preparation of annual tax return for your SMSF
  • Arrange for your SMSF to be audited by an independent third party auditor to ensure transparency

  • Fiducia Wealth (Planning) Pty Ltd (ACN 672 978 764) ABN 21 672 978 764 is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241, an Australian Financial Services Licence holder, No. 253125
  • Tye Olsen (AR No. 001256494) provides financial advice as an Authorised Representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241, Australian Financial Services Licence Number 253125.
Financial Services Guide
Financial Services Guide