| At HMO Partners we focus heavily on SMSF administration and the provision of administration for trustees to ensure all reporting requirements are satisfied. Getting the correct advice in this complex area is critical. |
We can assist in the following areas:
Taxation
- Preparation of Income Tax Returns
- Preparation of Member Contribution Statements
Financial Statements
- Preparation of monthly, quarterly and annual Financial Statements
- Processing of bank statement transactions
- Processing of trust distribution statements
Administration
- Preparation of minutes and resolutions
- Preparation of off-market transfer documentation
- Trust Deed upgrading service
Retirement Planning - Partnered with Matrix Norwest
- Provision of retirement and income strategies
Entity Formation
- Establishment of Self Managed Superannuation Fund Trust Deed
- Formation of Self Managed Superannuation Fund Trustee Company
To discuss your SMSF administration needs, please contact David Hall using our enquiry form.
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