Superannuation Services

In an increasingly complex and regulated environment, our depth of knowledge and experience in the management and compliance of self-managed superannuation funds allow us to provide tailored solutions and bespoke tax-effective strategies to maximise the benefits from your superannuation plan in each of the accumulation, retirement and estate planning phases.

At Green & Sternfeld, our Business Advisory, Audit Assurance and Taxation teams collaborate with independent Financial Planners and Wealth Managers to provide integrated solutions to ensure that your superannuation is in the safest possible care and help secure your financial future.

Our specialist services include:

Establishment of self-managed superannuation funds
Administration of self-managed superannuation funds
Assistance with trustee company acquisition
Variation of existing self-managed superannuation fund trust deed
Preparation of financial statements, income tax returns and regulatory returns
Preparation of Business and Instalment Activity Statements
Retirement planning
Pension establishment and administration

Other Green & Sternfeld Services

➤ Business Advisory

➤ Business Migration Support

➤ Corporate Advisory

➤ Corporate Affairs

➤ Family Office

➤ Tax Consulting & Compliance

➤ Tax GrantS & Business Incentives

Let’s Connect

If you would like to find out more about our Superannuation Services or any other service, please contact us by clicking below.