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Superannuation Fund Compliance

With the continual change to the retirement savings landscape including the baby boomer generational surge, legislative changes and market fluctuations, we provide services to Trustees of Self Managed Superannuation Funds (SMSFs) that are technically up to date and relevant to your personal lifestyle goals.

An SMSF is a type of superannuation fund that can have up to four members. An SMSF allows investors to look after the most important people in their lives by directly controlling their retirement savings (which, after the family home, is the second largest asset of many Australians).

How can we help you?

We provide advice and assistance with:

  • The administrative establishment of the fund and compliance with initial registration requirements, including applying for an Australian Business Number and Tax File Number and assisting the Trustees understand their obligations for the management of the fund
  • Liaising with financial planners about the tax implications of various investments outlined in the investment strategy
  • Preparation of Financial Statements in accordance with the Superannuation Industry Supervision Act
  • Liaising with external auditors to provide an independent assessment of the fund’s compliance
  • Advice and assistance to comply with operating standards

Note:

While the Directors all hold a RG 146 qualification through a Diploma in Financial Planning, Logicca does not hold an Australian Financial Services License and is therefore unable to offer advice on any specific investments or financial products.