Superannuation & SMSF

Synstrat also offers an administration service to clients engaging our financial planners. The administration service ensures that your SMSF remains in compliance with all laws and regulations.

To ensure a coordinated and holistic approach to the management of your financial affairs, once your SMSF is established your principal consultant at Synstrat will remain your primary point of contact, calling on the expertise of our SMSF and Insurance Consultants.

Our Superannuation services include;

  • Establishment of SMSF and corporate trustee
  • Secure web based end-of-day reporting, Monthly or quarterly investment reports
  • Year-end accounting and compliance including audit and actuarial certificates (if needed)
  • Strategic advice in relation to the operation of the SMSF
  • Investment strategy reviews
  • Binding and non-binding death benefit nominations
  • Establishment and compliance advice for pensions within the SMSF
  • Taxation advice for superannuation contributions, earnings and eligible termination payments.
  • Trust deed reviews

Subscribe to receive news on professional issues including corporate takeovers, graduate employment, practice structures and other interesting and topical matters.