Self Managed Superannuation (SMSF)

Self Managed Superannuation (SMSF) from Itrust Tax and Accounting

By: Itrust Tax and Accounting  24-Sep-2012
Keywords: Accounting Services, Tax Agent, Registered Tax Agent

SMSF Services Include: -Setup of SMSF -The SMSF Trust Deed -Setup of a corporate trustee -Preparation of associated minutes and documents -Setup of bank account with your nominated financial institution -ABN, TFN Applications for the SMF -ABN, TFN Applications for corporate trustee -Sample Investment Strategy that you can adopt for your SMSF or modify if required -Arrange for your existing funds to be rolled into the SMSF -Arrange for your super contributions to be deposited into the SMSF -Resolutions and minutes to acknowledge the establishment of your SMSF -Review of your insurances -2 meetings with a professional accountant discussing the management and administration of your SMSF -Meeting with a qualified financial advisor to discuss investment strategies and help you to establish a cash Account - Financial diagnostic of your existing superannuation fund

Keywords: Accounting Services, Asset Protection, Discretionary Trusts, Fee for Service Advice, Registered Tax Agent, Self Managed Superannnuation, Smsf Admin, Smsf Setup, Tax Agent, Trust Deeds,

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