Self Managed Super Fund (SMSF)
There are many benefits of managing your superannuation fund yourself. However, there are strict regulations and legislation surrounding the correct operation of self-managed superannuation funds (SMSFs). Staying abreast of these can be time-consuming and often difficult to understand.
Grewal & Associates can help you navigate through the SMSF regulations – we can advise on what you need to be compliant while identifying the most suitable strategies to help you be better prepared for your retirement.
Working closely with clients, we provide a professional, friendly and reliable service as we assess your individual situation and develop a tailored solution to meet your needs so you can be sure you’re retirement plans are on-track.
Our qualified team prepares the financial statements and tax return, and necessary Trustee records. An independent registered auditor is engaged to conduct the audit.
Grewal & Associates can also facilitate the following:
- Fund establishment
- Fund wind up
- Assist in the upgrade of trust deeds and change of Trustee
- Pension calculations, establishment, and consolidation
- Calculation of lump-sum withdrawals and rollovers
- Tax and compliance advice
For further information, please contact us at smsf@grewals.com.au