Superannuation
At SJS Advisory Group, we look after all your needs with respect to providing Superannuation compliance advice and attending to all compliance requirements for your Self-Managed Superfund (SMSF).
We have proudly aligned ourselves with Wilsons Advisory to provide you with all the financial services advice you require including:
- The set-up or closure of a SMSF;
- Change entitlements from Accounts based to Pension within a SMSF;
- Establishing a Limited Recourse Borrowing Strategy for your SMSF;
- Advising on the level of contributions to make;
- Advising on the rollover of funds into a SMSF or from a SMSF;
- Making recommendations as to certain “asset classes” when preparing your Investment Strategy; and
- General financial planning services should you require this.
SJS Advisory Group will also assist you with:
- Preparation of financial accounts for your SMSF utilising BGL Software. This software will retain all historical information and provide reports to the various fund members;
- Tax return preparation;
- Tax Advisory; and
- Arranging for the audit of your SMSF.