Call 02 5942 3400

Superannuation and Retirement Strategies

Superannuation Fund Financial Statements, Annual Return & Compliance documentation

Self Managed Superannuation Funds have many benefits for their members, although administration requirements can seem quite daunting. In accordance with the Superannuation Industry Supervision (SIS) Act 1993 (SIS Act), our qualified accountants will prepare your Superannuation Fund Financial Statements and Annual Return and arrange for lodgement with the ATO.

We will also ensure that all required compliance documentation has been prepared and we will attend to any queries from the ATO regarding your Fund.


It is a SIS Act requirement that all Self Managed Superannuation Funds are independently audited on an annual basis. We will arrange the audit process for your Fund.

Trust Deed

Every Self Managed Superannuation Fund requires a Trust Deed which sets out the rules of operation for the Fund. We have engaged the services of a firm which specialises in Trust Deeds – DBA Lawyers. We will monitor changes to the SIS Act and if necessary we will arrange to have your Trust Deed updated to ensure that you are able to utilise the most up-to-date strategies within your Fund.

Income Stream

The commencement of an income stream from your Superannuation Fund can provide significant benefit. We will ensure that all compliance documentation is prepared to support the income stream, including the preparation and lodgement of Annual Payment Summaries with the ATO as applicable. We will also arrange for an Actuarial Certificate to be prepared should your Fund require one.

GST and PAYG Withholding Registration

We will attend to the registration of your Fund for GST and PAYG Withholding with the ATO as applicable.

Activity Statement Preparation

We will attend to the preparation and lodgement of Instalment Activity Statements or Business Activity Statements with the ATO for your Fund as applicable. 

Contact Us

Phone: 02 5942 3400


Suite 3, 11-15 Fitzmaurice Street

PO Box 5257

Wagga Wagga NSW 2650

Liability limited by a scheme approved under Professional Standards Legislation

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