Self Managed Superannuation Funds

Palmer & Associates offer SMSF trustees peace of mind by guiding them through every aspect of their fund from the initial setting up of the fund to its ongoing bookkeeping and tax compliance obligations.

Our expert superannuation team are specialised in all aspects of self managed superannuation fund accounting, advice, taxation, audit and other ongoing superannuation compliances.

Our range of SMSF services include:

  •  Annual Compliance
    • Account preparation including financial statements, members reports and investment reports
    • Tax return preparation and lodgement
    • Preparation of all compliance documents
    • Auditing for fund by our ASIC registered SMSF Auditors

  •  Annual Compliance
    • Pension Established and Advice (with your financial planner where necessary)
    • Minutes and forms for pension establishment
    • Calculation and advice in relation to maximum pension requirements
    • Pension strategies
  • SMSF bookkeeping through our BGL bank data service