With a large number of Self Managed Super Fund (SMSF) clients, we have a thorough understanding of the excellent retirement and tax efficient strategies that can be achieved through the use of an SMSF.

We ensure that our SMSF clients retain their complying fund status, keep trustees informed about their options and guarantee they are provided with high quality documentation in support of their actions.

dew|dallimore can also work with your existing financial advisor to ensure all the compliance needs of your SMSF are being attended to.

Many clients are now setting up their own self managed superannuation funds so that they can maintain control over their investments and to avoid the high fees of the large retail funds. We can help you with:

• Set up of the fund and compliance with initial registration requirements

• General advice on investment strategy (see note below)

• Assisting trustees in their roles and responsibilities

• Preparation of financial statements and tax returns

• Other taxation matters including capital gains tax and taxation planning of the fund

• SMSF daily administration

• Transition from investment stage to retirement

Meeting the regulatory reporting requirements

Note:

We do not hold an Australian Financial Services Licence and we are therefore unable to offer advice on any specific investments.

dew|dallimore is a leading provider of comprehensive self-managed superannuation fund (SMSF) services including:

o Taxation advice regarding SMSF and regulatory administration matters

o Preparation of annual financial statements and taxation returns

o Professional advice regarding above matters