Self Managed Superannuation Funds
Our advisers have extensive experience providing SMSF advice and support to SMSF trustees.
SMSFs are not suitable for all investors. Trustees are responsible for complying with legal, taxation and reporting obligations.
Our service offerings are:
SMSF Advisory
-
SMSF Establishment
-
SMSF wind-up
-
Concessional contributions
-
Non-concessional contributions;
-
Pension establishment
-
Pension refresh/reboot; and
-
Class of product advice relating to:
-
Basic Deposit Products; and
-
Superannuation
-
SMSF Compliance
-
Prepare annual financial 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
Darren O’Brien (ASIC No. 1244524 ) is a Limited Authorised Representative of Capstone Financial Planning Pty Ltd ABN 24 093 733 969, AFSL No. 1322975
Titan Superannuation Services Pty Ltd contact information
T + 61 2 9268 3300
E smsf@titanpartners.com.au
Capstone Financial Planning Pty Ltd contact information
Level 1, 607 Bourke St, Melbourne VIC 3000
Titan Superannuation Services Pty Ltd ABN 24 093 733 969 is a Corporate Authorised Representative (No. 1322975) of Capstone Financial Planning Pty Ltd ABN 24 093 733 969, AFSL No. 1322975.
www.capstonefp.com.au | Privacy Policy | Disclaimer| Complaints Policy |
Email: info@capstonefp.com.au Tel: 1300 306 900