Parfitt's specialises in Self Managed Super Funds. We tailor make our services to individuals who want to set up their Self Managed Super Fund and to existing trustees with yearly annual administration of the Self Managed Super Funds.
Our boutique services include:
- Establishing DIY super funds
- Establishing corporate trustees
- Trust Deeds and Amendments to Trust Deeds
- Complete annual administration of DIY super funds
- Financial Statements
- Income tax returns & regulatory returns
- Member contribution statements
- Establishing pensions of DIY super fund trustees
- Implementing various strategies for converting DIY super funds to pension phase
- Preparing trustees individual income tax returns
There is a requirement for a Superannuation Fund to be audited each year. As a service to our clients we outsource the audit work to an experienced service provider with over 20 years experience in the field. The annual fee for audit services is paid directly to our service provider by our clients. The outsourcing of this work ensures that all checks & balances are in place.
WE DO NOT OFFER ANY INVESTMENT ADVICE