Superannuation

At Utopia Financial Services, we have a specialised division which provides consulting advice, portfolio management and compliance administration services for over 100 self managed super funds (SMSFs). We can advise on the appropriateness of a SMSF for your situation, arrange for the establishment of a SMSF including trust deeds that are up to date with the Superannuation Industry Supervision Act (SISA) and the Superannuation Industry Supervision Regulations 1994 (SISR) and other compliance documentation as required.

Ongoing services include:

• Preparation of annual financial and investment performance reports;
• Preparation and lodgement of annual taxation and regulatory returns;
• Trustee minutes and investment policy documents as required;
• Annual audit and advice on maintaining a compliant SMSF;
• Contribution or pre-retirement strategy