Self-Managed Superannuation Funds

Self-Managed Superannuation Funds have become an increasingly popular method of taking advantage of the taxation benefits inherent in superannuation.

Superannaution strategies need to be planned in conjunction with a financial planner and with an eye to succession planning as well. RMS Accountants are able to offer you all of these services to make sure that your Self- Managed Super Fund attains the investment outcomes that the trustees desire.

We can assist you with:

  • establishment of the fund, including registration with the Australian Taxation Office and other government authorities
  • establishment of a cash account if required
  • taxation planning, advice and compliance
  • financial statements, annual return preparation, audit and lodgement
  • payment and determination of pensions, lump sum benefits and preparation of all necessary documents