Superannuation is one of the most important components of your financial future. At Bach, we have accountants and financial advisers with the expertise to assist you in navigating the super landscape to ensure your retirement is heading in the right direction. 

How we can help:

Self managed super fund

By engaging us to set up your self managed super fund, one of our qualified team members can assist you in all areas of the set up process, including the set up of a trust deed that is drafted in accordance to the prevailing superannuation legislation.

Annual Compliance

The trustee of the SMSF must have annual accounts audited and a fund return submitted to the Australian Taxation Office annually.

We will manage your annual compliance ensuring all legislative reporting requirements are met.

Our services include:

  • Annual Financial Statements

  • SMSF annual return

  • Member Benefits Statements

  • Audit by an approved auditor

  • Actuarial Certificate (if applicable)

  • Reporting including Pensions and Investments

Ongoing advice

Stonehouse Group is on hand to assist in all areas of the management of your super. Including, tax effective strategies, switching your super to pension phase, fund setting up or winding up and general compliance advice.