Self Managed Superannuation

Pollock Partners has extensive experience with the establishment and management of self-managed superannuation funds.

For those clients who are thinking of establishing a self-managed super fund but are unsure if this is the right choice for them, we can provide taxation advice on the best way forward based on each individual circumstance.

If you decide to proceed, our team has the ability to provide self-managed super fund documentation and process all registration requirements including Tax File Number (TFN) and Australian Business Number (ABN).

We can also take care of all administration requirements including: -

• The preparation and lodgment of self-managed super fund tax returns ensuring they are compliant with the Australian Taxation Office standards and include financial statements, trustee declarations and minutes.
• Collaboration with our self-managed super fund partners to ensure completion of audit and financial planning requirements.