Core Professionals offers specialist services to assist clients in establishing, administering, and providing taxation advisory services for self-managed superannuation funds (SMSF) - the fastest growing wealth creation and retirement vehicle in Australia.
Many clients wish to have a greater level of control over how and where they invest their superannuation assets. However, there are many responsibilities associated with becoming a superannuation fund trustee. Our goal is to assist, educate and support our SMSF trustee clients to most effectively use and manage a self-managed superannuation fund.
Our professional accountants can assist your SMSF fund in meeting its taxation, audit and compliance obligations with the Australian Taxation Office and ASIC. We provide advisory and administrative support services to ensure you meet your trustee obligations whilst working closely with your financial advisor to support your wealth management objectives.
The range of services available are:
Facilitate the establishment of an SMSF trust and corporate trustee (if required);
Preparation and lodgement of annual taxation return and financial statements;
Facilitate third-party, independent audits to meet ASIC requirements;
Speak to our SMSF experts to learn more about how you can maximise your superannuation assets.
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