Our Services

We typically provide independent services to SMSF trustees directly, but also provides its services to accountants, financial advisers, lawyers, stockbrokers and actuaries who are looking for a holistic approach to SMSF administration and compliance or simply do not have the necessary skills to deal with a constantly changing field.

A strong network of financial advisers, insurance advisers, lawyers, stockbrokers and actuaries has been established by our firm in order to tap into their respective expertise as and when required. For example, implementing estate planning strategies, creating, enhancing or structuring financial plans, and reviewing insurance requirements .

 

Advice

We offer a specialised and personal advice service in addition to our administration, auditing and compliance services through our sister company, TP Super Advice Pty Ltd. TP Super Advice Pty Ltd was established specifically...

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Fund Establishment

The turnaround time for the establishment of a SMSF and corporate trustee if applicable is typically one day. Once the paperwork is signed by the trustees, the ATO usually issues an ABN and TFN within 28  days...

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Administration / Compliance

Our administration and compliance services include preparation of annual financial statements (or ad-hoc statements when requested), preparation of...

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Auditing

Provision of ‘audit only’ services for trustees or accounting firms which are unable to meet the independence requirements set out by the various professional bodies and ASIC.

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Estate Planning

For many people, superannuation is often their largest asset aside from the family home. Therefore, an important consideration is how your remaining superannuation will be distributed  on your death...

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Compliance Breaches

We routinely deal with the ATO on behalf of clients who have accidentally breached the rules relating to the management of their fund in order to reach a suitable outcome for all parties involved...

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Other Services

We can also attend to or assist with reparation and lodgement of quarterly Instalment Activity Statements or Business Activity Statements, preparation of PAYG summaries...

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