Self Managed Super Funds

A Self-Managed Super Fund is ideal for DIY investors who prefer to make their own investment choices for their retirement, rather than leave their superannuation to be invested by others.

The team at Deborah Gallagher & Associates are experts in the management of Self-Managed Super Funds. Our services include:

• The preparation of:
  • An annual Balance Sheet
  • An annual Profit & Loss Statement
  • Annual Member Statements
  • Annual Trustee Resolutions & Minutes
  • Annual Income Tax Return
• Lodgement of the annual Income Tax Return
• Fund Compliance
• Liaison with SMSF Auditor