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Self Managed Superannuation Funds

Our Team have been operating in the SMSF space all of their professional lives and therefore have the required expertise to assist clients with proactive advice and support in the management of their funds.

 

Our tailored SMSF advice is designed to assist SMSF trustees with optimising their wealth for retirement. Our support includes year-round investment, accounting, compliance and administration assistance. Education around SMSF compliance underpins our commitment to clients.

 

Our service offerings are:

 SMSF Advisory

  • SMSF Establishment

  • Contribution Maximisation Strategies

  • Pension Commencement

  • Related Party Investments

  • Unit Trust Structures

  • Limited Recourse Borrowing Arrangements

  • Estate Planning

Darren O’Brien (ASIC No. 1244524 ) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, AFSL No. 409361

Steve Di Leo  (ASIC No. 1246554 ) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, AFSL No. 409361

Thomas Thoma (ASIC No. 1249512 ) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, AFSL No. 409361

Jorge Di Zio (ASIC No. 1249510 ) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, AFSL No. 409361

Abeer Mehra (ASIC No. 1270063 ) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, AFSL No. 409361

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Titan Partners contact information

T + 61 2 9268 3300
E smsf@titanpartners.com.au

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Merit Wealth contact information 

W www.meritwealth.com.au/contact

Titan Partners Pty Ltd ATF The TP Trust ABN 66 461 910 176 is a Corporate Authorised Representative (ASIC No. 1249513) of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

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Email: contact@meritwealth.com.au  Tel: 1300 785 611

Also offerings:

SMSF Compliance

  • Prepare annual financial statements

  • Preparation of Member’s Information Statements

  • Prepare and lodge the fund’s annual income tax return

  • Prepare and lodge the fund’s Activity Statements

  • Audit of the SMSF by an approved auditor

  • Prepare member benefits statement, which contains member’s tax components

  • Provide you with detailed investments reports, such as investments movement report, and year-end market valuation report

  • Facilitate obtaining of an actuarial certificate where required

  • Minutes of Meetings

  • Manage communications and correspondence with Australian Taxation Office

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