Self Managed Super Funds

Many clients want to establish their own self-managed superannuation fund to have a greater say in managing their retirement assets. 

With increasing attention to this area by the Australian Taxation Office, Summerhill Financial Management is well placed to help our clients deal with all matters in operating their self-managed superannuation funds.

We provide a full service for self-managed superannuation funds, including:

  • helping with establishing your self-managed superannuation fund
  • preparing the annual financial statements and member statements
  • preparing the annual income tax return
  • co-ordinating with the external auditing firm, for the annual audit of the self-managed fund
  • educating our clients as to how to run their self-managed superannuation funds, including their roles and responsibilities as trustees