SMSF services
Self-Managed Super Funds offer control, flexibility, and the ability to directly manage your retirement savings, but they also come with strict compliance obligations.
At Finestream, we support trustees with end-to-end SMSF services so you can focus on building your wealth, not managing red tape.
From establishing your SMSF to preparing financial statements and managing annual audits, we take care of the detail. We also work with financial advisers and investment managers to ensure your fund strategy is aligned with your goals.
Our SMSF services cover:
- SMSF establishment and structuring
- Ongoing accounting and compliance
- Tax returns and member statements
- Pension commencement and compliance
- Coordinating with auditors and actuaries
- Strategic tax planning analysis
