Certified Practising Accountants



Self Managed Super Funds


We offer the following services:

Establishment of Self Managed Superannuation Funds

We provide advice as to the establishment of SMSF and if it is appropriate for your financial/taxation situation. We will also establish the SMSF and provide trust deeds.


Completion of SMSF Taxation Returns

Williams Edwards & Findlay will complete and lodge the SMSF Annual Return.


Audit of SMSF

Williams Edwards & Findlay uses an external auditor to complete the annual audit of the SMSF return.


Actuary Certificates

For those SMSF that are in both accumulation and pension phase, Williams Edwards & Findlay will obtain an actuarial certificate that is required to complete the AMAF Annual Return.


Resources:

Running a Self Managed Super Fund

Setting Up a Self Managed Super Fund

Superannuation Co-Contribution Table

Contribution Caps

Super Co-Contribution Calculator

Superannuation Calculator




Williams, Edwards & Findlay
19 Commercial St, Korumburra VIC 3950
Ph: (03) 5655 2311 Fax: (03) 5655 2225
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