Self-managed Super Funds

In this day and age, Super and retirement planning are of utmost importance in your complete wealth plan at any age.

Our team at Kardia can assist with specialised taxation and accounting advice for your Self managed superannuation fund.
In addition, our team includes registered SMSF auditors to assist with auditing and general advice from resulting government audits.
Through our investment and financial advice business partners, you will have access to Investment, wealth and retirement planning. This includes creating specific strategies and implement timely changes to help you achieve your desired financial
outcome.

The services included as part of our superannuation administration services are:

  • Identification of your SMSF current tax position
  • Preparation of specific administration documents
  • Liaising with your financial advisor to obtain relevant investment reports and documents to assist with the administration and auditing of your fund.
  • Establishment of Self Managed Superannuation Funds (SMSF) instructions
  • Taxation advice regarding capital gains, Limited recourse borrowings and specific application of the SIS act from the tax perspective
  • Accounting software automation and SMSF accounting
  • Preparation of SMSF income Tax Returns
  • SMSF auditing

The services included via our investments and financial advisor business partners relating Wealth planning and superannuation are:

  • Identification of your current financial position for investments and insurances
  • Understanding of your retirement objectives
  • Preparation of an Investment plan
  • Implementation of Investment plan
  • Annual review of your investment strategy
  • Establishment of Self Managed Superannuation Funds (SMSF)
  • Assistance with Borrowings with your SMSF and establishment of Borrowing structure through limited Recourse borrowings
  • General administration services, trustee annual reporting, pension documentation
Kardia Group provides expert financial and tax advisory services across Australia.
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OUR SERVICES
QUICK LINKS
GALLERY

PHONE

07 3392 4900

EMAIL

mail@kardiagroup.com.au

Location

Suite 3, 28 Balaclava, Woolloongabba, QLD 4102

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