Superannuation
Family Superannuation (SMSF) Compliance Package
Halifax has established a package of servcies that will fullfil all of the requirements for managing a complying self managed superannuation fund. Some of the services that can provided within Halifax include:
- Fund and Trust Establishment (See our Fund Establishment Package)
- Superannuation Compliance Services
- Draft Minutes and Supporting Documentation
- Draft Investment Strategies
- Technical Consulting Services
- Superannuation Administration
- Account Preparation and Reporting
- Financial Statements
- Member Benefit Statements
- Trustee Annual Report to Members
- Allocated and Complying Pensions
- Actuarial Services
- Taxation Planning, Compliance and Return Lodgement
- ATO Relationship Management
- Fund Audits
Administration and Auditing start from $1,200 (inclusive of GST).