A COMPLETE SET OF SELF MANAGED SUPER FUND PROFESSIONAL SERVICES

BTC is affiliated with Licensed Financial Planners and can assist you with all your Self-Managed Superannuation Fund needs. Our experienced team of professionals are ready to help you with everything SMSF including:

• Establishment of a new SMSF, as well as the review, upgrade and restructure of existing funds.
• Compliance Advice – Our team will review and manage the ongoing compliance needs for new and existing funds ensuring trustees are well educated in respect of their obligations.
• Administration – We have a holistic approach to SMSF administration and reporting services, including preparing Financial Accounts, Tax Returns, Audit reports and general Compliance. We will ensure you meet all the annual reporting requirements of the ATO.
• Contributions and investment tax advice – we are fully equipped to advise in regards to the tax outcomes from different investments and superannuation contributions.
• Retirement Phase Planning – including pensions and transition to retirement income streams.