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 conduct audit of the funds to enable you to meet your legal obligations.

Our services include:

• Preparation of annual Financial Statements and Income Tax Returns.
• Auditing 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.
• Assisting the trustees meet their administrative and compliance obligations.
  
  

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

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