Advice in Accounting & Taxation, Business and Financial Planning Services
in Bendigo and Kangaroo Flat.

(03) 5447 7500

SELF MANAGED SUPERANNUATION

SELF MANAGED SUPERANUATION FUNDS (SMSF)

AT TREBLE ACCOUNTANTS WE OFFER A FULL RANGE OF SMSF SERVICES.

We provide a complete service of support and advice in all the following areas:

  • Formation of Fund
  • Tax File & Australian Business Number applications
  • Annual Financial reporting
  • Annual Taxation
  • Transition to Retirement Setup
  • Conversion from Accumulation to Pension Phase at Retirement
  • Annual Trustee Minutes, Resolutions and Meetings
  • Annual reconciliation of Account Based Pension payments
  • Investment Strategy Establishment
  • Update Deed Service
  • Superannuation Fund Register Maintenance
  • Audit Referral Service

Treble Accountants is solely responsible for the advise given in this area.

smsf