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Calder Roth & Co can assist with the following for Self Managed Superannuation Funds (SMSF):

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• Formation of SMSF's and associated income tax registrations.

• Advice in relation to Transition to Retirement pensions and full pensions.

• Liase with SMSF auditor

• Preparation of annual financial statements and member accounts.

• Preparation of annual income tax returns and arranging for actuarial certificates as required.

• Drafting pro forma minutes, pension commencement documentation, investment strategy and documents to appoint or remove a member.

• Attending to the corporate secretarial requirements of the fund's trustee, if it is a company.

• Preparing rollover and member contribution notices.

• Tax advice generally regarding SMSFs.