SMSF & Superannuation

Preparing for your future

Establishing your own superannuation fund is one of the best investments for your financial future. As a result of an ageing population, Governments have, to a larger extent, encouraged retired savings and have given tax payers taxation breaks that are simply too attractive to ignore.

Balance Financial Service offers superannuation services that can provide all your accounting and secretarial functions to create and manage a viable superannuation fund. It can maintain member records on behalf of the trustees and ensure trustee legislative responsibilities are met. Balance Financial Service superannuation services include the completion of statutory documentation, accounting reports, taxation returns and the provision of statutory audit services.

Whether you want support for your superannuation tax concerns or to provide expertise to confidently run a self managed superannuation funds (SMSF – DIY superannuation), Balance Financial Service will help you plan for the future and protect your nest egg. Don’t leave your retirement dreams in the hands of fate.

 

Service that we provide:

  • Superannuation services to self-employed and employees, as well as personal, corporate and public superannuation and pension funds
  • Retirement strategies
  • Investment strategy
  • Fund administration
  • Establishment of self managed superannuation funds (SMSF)
  • Superannuation investment and taxation structuring
  • Superannuation auditing services
  • Prudential reviews