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