Self Managed Superannuation Funds

Self -Managed Superannuation Funds – Superannuation Advice

We are an Authorised Representative of SMSF Advisers Network Pty Ltd (ABN: 155 907 681), who is an Australian Financial Services Licence holder (AFSL No.430062). As an Authorised Representative of this licensee, we can provide advice on the establishment of a Self-Managed Superannuation Fund (SMSF), and also strategic advice in relation to superannuation products in general. This means we are able to provide advice on:
  • Establishment and winding up of an SMSF;
  • Commencement of a pension (Transition to Retirement and Account Based);
  • Limited Recourse Borrowing Arrangement Structuring;
  • Rollover of existing superannuation plans; and
  • Contributions:
    • Concessional
    • Non-Concessional
    • In specie

An asset class investment strategy for the SMSF based on the assessment of the client's investor risk profile can also be provided.

Keena Jordan & Associates Pty Ltd - Corporate Authorised Representative No. 125 3616

Michael Keena - Authorised Representative No. 125 3617

Self -Managed Superannuation Funds – Accounting and taxation services

  • Preparation of annual financial statements.
  • Preparation and electronic lodgement of annual income tax returns.
  • Administration advice, including documentation of superannuation pensions
  • Preparation of annual PAYG payment summaries for superannuation pensions.
  • Advice on taxation of superannuation pensions.
  • Capital gains tax advice.
  • General tax planning advice.
  • Calculating returns on investments of SMSFs.

We will help you with your SMSF obligations!