HNW Planning’s Self Managed Superannuation Fund Services include:
- New SMSF, Corporate Trustee and Bare Trust establishment
- Annual administration service
- Internet-based reporting and ‘anytime’ access to information
- Maintenance and updating of Trust Deeds
- Maintenance of Permanent File
- Appropriate investment advice and maintenance of formal Investment Strategies
- Integration with Estate Planning
- Preparation of annual returns using specialised SMSF software
- Co-ordination of expert tax and audit services
- Transition to retirement and pension calculations
- Co-ordination of administration with HNW Planning’s advisers and their expert investment and financial planning services
- Co-ordination of administration with HNW Planning’s advisers and their pre-retirement and tax control strategies
- Other statutory requirements
Several HNW Planning advisers have been accredited as SMSF Specialist Advisers by the Self Managed Super Fund Professionals Association of Australia.