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Superannuation


Investorlink Securities Limited provides expert services to facilitate the establishment and ongoing administration of self managed superannuation funds (SMSF’s).


SMSF’s control a large proportion of the nation’s superannuation investments, but they are not always well managed or administered. Their members can be exposed to many types of risk if the fund is not well administered, including the risk of being declared non-complying, which has serious adverse taxation consequences.


We use specialised software applications to prepare detailed financial reports for clients on a regular basis, and ensure that the fund’s compliance requirements are managed on a timely basis.

These services include:

  • Preparation of documentation for the establishment of new superannuation funds
  • Preparation and lodgement of ATO applications
  • Fund administration
  • Preparation of financial statements
  • Preparation and lodgement of annual income tax and regulatory returns
  • Rollover of assets, payment of lump sum benefits and superannuation income streams
  • Taxation advice in relation to superannuation
 

Contact Us


Telephone:

+612 9247 9555

Facsimile:

+612 9247 9977

More contact details

 
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