Self Managed Superannuation Fund

Financial Services

We provide you with financial advice limited to the following:

  • Setting up or closing Self Managed Superannuation Funds (SMSF)
  • Making contributions to superannuation or paying benefits from superannuation
  • We can advise you to contribute to superannuation and to receive benefits from superannuation; however we cannot advise you on specific superannuation products or advise you to switch or replace a superannuation product.

Download a copy of our Financial Services Guide here.

Superannuation Services

  • Set-up and administration - we can arrange for the establishment, on-going maintenance and administration of your superfund, including annual meetings and superfund correspondence.
  • Tax return preparation and accounting - we can prepare the income tax return and annual financial statements for the superfund including annual member statements, financial analysis of the fund's investments and performance.
  • Tax issues on retirement planning - this includes advice on: Tax implications of the various pensions available on or near retirement and lump sum payments available at retirement.
  • Tax consequences of different investments and investment scenarios, including what-if calculations on a proposed purchase, sale, takeover or other investment transaction.
  • Audit - we can engage with an external auditor to arrange the annual financial and compliance audit of the superfund.
  • Other services - we can take care of all other taxation, accounting and administration services that arise, including the preparation of the quarterly IAS/BAS statements, eligible termination payments, pension establishment and maintenance of investment capital gains tax records.

Fidel Group Pty Ltd (ASIC No. 1247421) ABN 82 094 731 254 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN: 89 125 557 002 (Australian Financial Services Licence Number 409361).

Ying Strube (ASIC No. 1247418) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

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