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Along with the benefits of controlling your own retirement funds comes significant responsibility. The ATO closely monitors the activity of SMSF’s and there are special rules you need to follow when establishing and running your SMSF, including: requirements surrounding record-keeping and rules surrounding the allocation of investments.
Our SMSF team are dedicated to identifying and overcoming the challenges involved when it comes to maintaining compliance, managing administration, and providing you with information regarding any potential issues in auditing.
Our services include:
Find out how we can assist you with your SMSF compliance and administration by talking to our SMSF Specialist Advisor Tania Wright or Director Gavin Smith.