Self-Managed Superannuation Fund

The compliance requirements for Trustees can be extensive and JKO can assist in the following areas:

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Fund Establishment

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• Provide advice on set up, management, tax matters and compliance

• Set up of the fund and trust deed

• Establishment of a trust for a borrowing arrangement to acquire property

• Provision of minutes and documents re the establishment of the fund

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Fund Administration

• Preparation of annual financial statements, including operating statement, statement of financial position, notes to financial statements

• Prepare individual member benefits statements including movements and member’s tax components

• Calculate minimum pension payments

• Audit of the fund by an approved SMSF auditor

• Prepare and lodge the fund’s income tax return

• Provide assistance to trustee’s with the preparation of the fund’s investment strategy and their reporting obligations

• Obtain actuarial certificates where required

• Provide pension commencement documentation

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In conjunction with JKO Private Wealth Services division, we provide complete investment management, reporting and administration services to SMSF Trustees.