Maxim Financial

Superannuation

Self Managed Superannuation Funds (SMSF's) allow you to control your superannuation while also obtaining tax benefits and reducing administrative costs. However, SMSFs are a complex area, and you need expert advice to help you gain the benefits without running into problems with the ATO.

To help you do this, Maxim Financial provides the following services for self-managed superannuation funds:

Establishing a Self Managed Super Fund (SMSF) to meet your needs.
Ongoing administration requirements.
Up-to-date taxation advice
Financial Statements and Income tax returns
Advice and assistance on transitioning to a retirement pension
Meeting regulatory reporting requirements