Self-Managed Superannuation Funds
With over 200 Self-Managed Superannuation Fund (SMSF) clients Roy Spagnolo & Associates have a thorough understanding of the excellent retirement and tax efficient strategies that can be achieved through the use of a SMSF.
Roy Spagnolo & Associates ensures that Self-Managed Superannuation Funds retain their complying fund status and are proactive in keeping trustees informed of potential changes in legislation.
The Self-Managed Superannuation Fund team at Roy Spagnolo & Associates provide the following services:
• Prepare Financial Statements
• Prepare Member Statements
• Prepare and lodge Income Tax Returns
• Attend to Actuarial Certificates (if required)
• Preparation of Trustee Minutes
• Arrange Audit of the Financial Statements
• Completion of various administrative tasks
Roy Spagnolo & Associates works closely with investment advisors, whether it is our recommended advisors or your chosen advisor, to ensure your Self-Managed Superannuation Fund is reaching its full potential.