Self managed superannuation funds (SMSF)

Superannuation is likely already one of your largest assets, and for many of us it will most certainly be our largest asset one day. Therefore, it is of utmost importance that you have someone capable looking after it.

Our superannuation services include:

SMSF establishment and ongoing administration

At Xperion we can assist you to establish your own SMSF, taking you through the rules and regulations and answer all of the relevant questions for you to ensure that you are up for a good start.

Year end compliance

We prepare the SMSF annual income tax return, financial statements and various minutes to ensure that it complies with the SIS Act.

Did you know that lodging your SMSF tax return late may make SMSF become non-compliant?

We also answer your ad hoc questions you may have – as with anything, we’d rather you check with us before than doing something outside the SMSF rules. If necessary, we can put you onto one of our financial planners or work closely with yours.

Auditing

To ensure total independency we outsource our SMSF audits to a Brisbane (not overseas!) firm. We have been working with them for several years and love the fact that they are proactive and just like us, keep up with ever changing legislation.

For a fixed fee quote or an interview to see whether an SMSF is suitable for you please contact our office on 07 3160 7386.