SMSF Administration Perth

Home > Advisory Services > Financial Services Advisory > Self Managed Superannuation > Fund Administration & Support

As Accountants, with expertise in Self Managed Superannuation Funds (SMFS), we are committed to providing continued support and assistance to meet all our clients’ compliance requirements. This means a better service that gives our clients the confidence and security to enable them to better manage their superfund.

All SMSF Trustees are required under the Superannuation Industry (Supervision) Act 1993 (SIS) to prepare and implement an Investment Strategy for their SMSF that complies with both the SIS Act and the relevant Australian Taxation Office (ATO) requirements. Investment rules are one of the most important requirements for SMSF’s and failure to comply with these rules can result in Trustees being fined and/or the SMSF losing its concessional taxation status.

Our strategic partners Integro Private Financial Consulting can provide SMSF clients with individually tailored, comprehensive and cost effective Investment Strategy solutions. An Investment Strategy, however, serves an even greater purpose than just ensuring your SMSF remains compliant under the Investment Rules. Its’ role is to set out your funds investment objectives and how you plan to achieve them. It is critical to the general financial state of your retirement and can directly govern the success or failure of your SMSF.