Superannuation

Family Superannuation (SMSF) Compliance Package

Halifax has established a package of servcies that will fullfil all of the requirements for managing a complying self managed superannuation fund.  Some of the services that can provided within Halifax include:

• Fund and Trust Establishment (See our Fund Establishment Package)
• Superannuation Compliance Services
  • Draft Minutes and Supporting Documentation
  • Draft Investment Strategies
• Technical Consulting Services
• Superannuation Administration
• Account Preparation and Reporting
  
  • Financial Statements
  • Member Benefit Statements
  • Trustee Annual Report to Members
• Allocated and Complying Pensions
• Actuarial Services
• Taxation Planning, Compliance and Return Lodgement
• ATO Relationship Management
• Fund Audits

Administration and Auditing start from $1,200 (Inclusive of GST)