Some of the services we offer ► Newton & Lucas

Self – Managed Superannuation Funds
( SMSF )

Self – Managed Superannuation Funds
( SMSFs )

Have become an extremely popular way of investing for your future. They offer the benefits of putting you in control of your investment stratergies and assets as well as helping to avoid charged and commissions often assiciated with a third party.

SMF requires a great deal of planning and research to properly manage your Superannuation investments. They entail added responsibility and specialised skills in both financial and legal matters.

Some of the services we offer

Facilitating the process to set up a new fund

Preperation of annual financial statements

Preperation of annual member statements

Preparation of trustee minutes as required

Liasing with auditor of the annual financial statements

Arranging for pension payments to be made on a regular basis

Facilitating actuarial certification where required

Facilitating the process of winding up of existing fund

Preparation and lodgement of the income tax and regulatory return

Preparation and lodgement of business activity statements or installment activity statements as required

Registration for ABN , GST or PAYG with the Australian Taxation Office as required

Newton and Lucas is always ready to help with your SMSF in the Shoalhaven.

From Fund processing and documentation to full compliance and superannuation / tax laws , we have you covered!