Superannuation

As the government continues to encourage Australians to take responsibility for their retirement and financial security, taxpayers are required to deal with the complex area of superannuation.

 

Trubiani & Co have specialist advisors who are able to provide advice to clients relating to the establishment and ongoing administration of Self Managed Superannuation Funds.

 

It is becoming increasingly common for clients to choose Self Managed Superannuation Funds as the vehicle for holding their superannuation investments however in choosing this option trustees must ensure they meet stringent legislative requirements relating to the operation of these funds.

 

Our team of advisors have the necessary knowledge, skill and experience to assist you in meeting these requirements and our services include –

 

• Fund Establishment
• Assistance with Rollovers and Transfers
• Advice and assistance to ensure compliance with Superannuation Industry Legislation
• Complete administration of your Superannuation or Pension Fund
• Maintenance of portfolio records
• Australian Tax Office responsibilities
• Financial and compliance Audit Obligation
• Transition to Retirement strategies
• Trust Deed reviews
• Actuarial Certificates