SMSF
Self-Managed Super Fund
A Self-Managed Super Fund (SMSF) is one of the most tax-effective strategies for building retirement wealth. However, the constant changes in regulations can make managing an SMSF challenging. PAP’s team of SMSF specialists brings a wealth of industry knowledge and expertise to help clients navigate these complexities, ensuring compliance and maximizing superannuation benefits. Our extensive experience with trustees, members, and employers allows us to provide practical, informed solutions that optimize your super.
Annual Compliance Services:
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Preparation of financial statements, income tax, and regulatory returns
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Assistance with SMSF audits
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Preparation and lodgement of Activity Statements
Comprehensive SMSF Services with Your Financial Planner:
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SMSF Establishment
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Rollover from existing superannuation funds
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Investment strategy development
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Assistance with limited recourse borrowing arrangements
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Tax planning for concessional and non-concessional contributions
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Pension administration
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Estate Planning
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Retirement planning
