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...
The turnaround time for the establishment of a SMSF and corporate trustee if applicable is typically 1-3 days. Once the paperwork is signed by the trustees, the ATO usually issues an ABN and TFN within 28 days...
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...
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...
WE CAN ALSO HELP WITH:
Preparation and lodgement of quarterly Instalment Activity Statements or Business Activity Statements.
Documentation to commence pensions from the SMSF including account based pensions, transition to retirement pensions and term allocated pensions. Typically includes minutes, product disclosure statements, member requests, and reviewing of the trust deed to ensure compliance.
Documentation to convert existing allocated pensions into account based pensions. Typically includes minutes, member requests, product disclosure statements, and reviewing of the trust deed to ensure compliance.
Documentation relating to lump sum withdrawals (not relating to pensions) made by fund members. Typically includes minutes, member requests, and reviewing of the trust deed to ensure compliance.
Preparation of ‘Notice of intent to claim a tax deduction for superannuation contributions’ when personal tax deductible superannuation contributions are made by members.
Acknowledgment of receipt of personal tax deductible contributions made by fund members.
PAYG Withholding registration (when required)
Preparation of PAYG summaries and annual PAYG Summary Statement (when required)
Small business exemption election forms relating to Capital Gains tax concessions for proceeds in relation to the sale of a small business contributed into superannuation.
Winding up your SMSF and finalising all lodgement requirements with the relevant bodies.