Why not realise the advantages of making your own investment decisions and taking control of your own retirement strategy by setting up a self-managed superannuation fund (SMSF).

A SMSF gives members of the fund control over specific investment choices involving their superannuation. They can tailor their own investment strategies and select specific asset classes to invest in, such as listed domestic and international equities, managed investments, real estate, cash and term deposits, and more.

How can we assist?

At Carollo & Co we can provide most of your compliance needs including -

• Preparation of annual financial statements
• Preparation of trustee minutes of meetings and resolutions
• Preparation and lodgement of your fund’s Annual Return (SMSF income tax return)
• Preparation of detailed member benefits statements
• Preparation of detailed investments reports
• Actuarial certificate
• Arrange for an independent audit of your SMSF by an approved auditor
• Manage communications and correspondence with Australian Taxation Office