Our Services - Superannuation

We offer all traditional accounting and taxation services including tax compliance and reporting for individuals, trusts, companies, partnerships, and superannuation funds and cater for clients and client groups of all sizes in all industries. Fixed price fee arrangements for most services, agreed up front, mean you pay for what you get, not how long it takes.

Essential Tax and Accounting offers services for Self-Managed Superannuation Funds, including:

Establishment of Self-Managed Super Funds
- Acquisition of complying Trust Deeds and amendments to Trust Deeds
- Acquisition of Corporate Trustee (if required)
Annual administration of your Fund

Preparation of Financial Statements
Preparation and Lodgement of Income Tax & Regulatory Return
Member Statements and account balance information
Coordination of Annual Audit through independent external auditor

Conversion to Pension Phase and advice on minimum pension requirements

Note: Establishment of a Self-Managed Super Fund should be considered as part of a broader financial and retirement strategy, for which you should seek the assistance of a licensed financial planner.