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Self Managed Superannuation

self managed superannuationHNW 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.

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