Self Managed Super Funds (SMSF)

In recent years we have seen a significant increase in clients wishing to take control of their own superannuation investments. We at Motteram Bowie & Ham manage the taxation and accounting functions for a large number of Self Managed Superannuation Funds (SMSF) and have the expertise to assist with all funds whether they are large or small.

We offer the following services

• Preparation of your SMSF Financial Statements & Taxation Return
• Arrange audit of your SMSF by an approved Auditor
• SMSF Administration & Management Services
• Prepare member benefits statements, which contains member’s tax components
• Facilitate obtaining of an actuarial certificate and prepare payment summaries, where required
• Manage communications and correspondence with the Australian Taxation Office, where required
• Facilitate the process of winding up an existing SMSF
• Help with the establishment of new Funds
• Arrange the transfer to us of existing funds

If you would like a quote on the likely cost of our services for your specific circumstances please give us a call and speak to our Self Managed Superannuation specialist.