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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:

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 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 Capstone Financial Planning Pty Ltd ABN 24 093 733 969, AFSL No. 1322975

Thomas Thoma (ASIC No. 1249512 ) is a Limited Authorised Representative of Capstone Financial Planning Pty Ltd ABN 24 093 733 969, AFSL No. 1322975

Jorge Di Zio (ASIC No. 1249510 ) is a Limited Authorised Representative of Capstone Financial Planning Pty Ltd ABN 24 093 733 969, AFSL No. 1322975

Abeer Mehra (ASIC No. 1270063 ) is a Limited Authorised Representative of Capstone Financial Planning Pty Ltd ABN 24 093 733 969, AFSL No. 1322975

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Titan Superannuation Services Pty Ltd contact information

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

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Capstone Financial Planning Pty Ltd contact information 

Level 1, 607 Bourke St, Melbourne VIC 3000

www.capstonefp.com.au/contact-us/

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.

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Email: info@capstonefp.com.au Tel: 1300 306 900

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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