Self-Managed Superannuation Funds (SMSF) provide the ultimate flexibility and control in saving for your retirement by allowing you to make the investment decisions – whether your choice is direct investment in property, shares, managed funds, term deposits or a combination of each .

Hills Taxation Services is the perfect partner to help you action your SMSF and retirement goals. We pride ourselves on keeping up-to-date with changes to superannuation legislation and proactively engage our SMSF Trustee clients to ensure they maximise the opportunities SMSF offer.

We can help you meet your financial goals by:

• establishing your self-managed superannuation fund
• Managing your fund’s compliance with the SIS Act
• providing taxation and audit services
• maintaining accounting and member records
• preparing annual financial statements
• assisting with fund transition to pension phase
• preparing annual pension fund paperwork
• maintaining portfolio records (including shareholding reports, dividend reports, capital gains tax calculations and transaction listings)
• attending to all taxation obligations (including income tax and regulatory returns, instalment activity statement (IAS), business activity statements (BAS) and eligible termination payments.

 

Contact us today to request a free, no obligation meeting to discuss how we can assist you to improve your SMSF services.