Superannuation and SMSF

Strategic Wealth Services can help manage your superannuation and SMSF so you give yourself every opportunity to maximise your returns and mitigate risks.

We offer specialist advice onSMSF setup, fund administration, compliance, audit and pension structures. Strategic Wealth Services can assist with your estate planning requirements to ensure your wishes come to fruition on death.

Our experienced team of superannuation specialists will guide you through the increasingly complex superannuation rules, to provide you with an integrated solution and give you the financial peace of mind you deserve.

A superannuation financial advisor Melbourne from SWS will help you to meet the annual administrations obligations of your SMSF, which includes:

  • Preparation of the annual financial statements, member statements and annual return
  • Arranging for your SMSF to be audited by one of our independent panel of external auditors
  • Lodgement of the annual return
  • Preparation of documents to commence pensions or commute pensions (if required)
  • Arrange for the update of your SMSFs Trust Deed to ensure compliance with current legislation (if required)

We understand you require an advisor who will provide quality service supported by specific experience and understanding of the issues involved.

We believe Strategic Wealth Services can best provide this service to you.

For professional superannuation and SMSF setup in Melbourne, call Strategic Wealth Services on (03) 9896 5100 for a chat. You can also send us an email to info@strategic3.com.au.