SMSF (Self Managed Super Funds)
With the complex area of SMSF and the associated compliance issues that can easily arise, make sure you understand your many obligations as Trustee of your SMSF. We have trained SMSF professionals who will compile the financial statements and annual tax return, check for any possible areas of concern, and assist you in any way possible to help you to manage your fund in the most effective way.
We work along side an independent SMSF auditor who offers very competitive rates to conduct the annual audit for OTG clients. We also offer a portfolio administration service if you would like us to record the movements in the fund’s investments for you, and take care of the administrative tasks for you during the year.
We can assist you with specific financial product advice through our preferred Financial Adviser Jas Atwal at Wisdom Wealth Services
Do you know where your super goes? Is your super being eaten into by many different superannuation account fees?
We can help!
Consolidate your superannuation accounts now to reduce account fees, simplify record keeping and make life easier. We can assist you with this, meaning no complicated forms for you to worry about!