self-managed super funds (smsf)

Our Sammut Bulow SMSF advisors can provide self-managed super fund advice at every stage, from SMSF set up, accumulation, and pension, through to the wind up of the fund.    

Our Self-Managed Super Funds services include

  • Preparation of annual financial statements, including member statements  
  • Preparation of income tax and regulatory returns  
  • New fund establishments  
  • Corporate trustee establishments  
  • Trustee and fund amendments 
  • Corporate trustee maintenance  
  • Quarterly BAS & IAS lodgements  
  • Lump sum payments  
  • Trustee minutes  
  • Binding and non-binding nominations  
  • Annual PAYG summaries and ATO reporting  
  • Annual pension calculations  
  • Review of investment strategy  
Ipswich Accountants

Sammut Bulow Accountants technical expertise extends to

  • Superannuation legislation advice  
  • Deed reviews and amendments  
  • Retirement planning  
  • Pension analysis and establishment  
  • Commutations of pensions  
  • Fund takeovers and splits  
  • Death benefits  
  • Actuarial certificates and service (via approved actuaries)  
  • Complying
  • Audits (via registered auditors)
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