SELF MANAGED SUPERANNUATION

Our Self Managed Superannuation Services

S.H. Tait & Co Chartered Accountants can advise you about the taxation and administrative aspects of your existing self-managed fund and arrange for the audit of your self-managed funds to ensure that the trustees meet their compliance obligations.

Our services include:

• Assisting the trustees meet their accounting and administrative obligations.
• Preparation of the annual Financial Statements and Income Tax Returns required by law.
• Arranging the audit of the financial statements and compliance with legislation. 
• Assisting you to obtain financial advice about the formation of self-managed funds. 
• Advising you about the taxation implications of income streams and retirement strategies.

​We are able to refer you to a licenced financial planner for advice about establishing or winding up a self-managed superannuation fund. 

TELEPHONE US

07 4957 2231

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