Self-Managed Superannuation Funds (SMSFs) are the largest and fastest growing segment of the super industry. As clients accumulate significant wealth, Self-Managed Superannuation Funds are a popular choice for clients managing the investment of superannuation monies.
As your superannuation administrator, Metzke+Allen provides an important service to trustees.First and foremost, we offer trustees a comprehensive induction process, involving educating clients on their obligations, responsibilities, sole purpose test, and all other prudential requirements.
Secondly, we develop and prepare the SMSF “rule book”, or trust deed, plus all supporting declarations and minutes.
Finally, with the assistance of Metzke+Allen financial advisers, trustees receive assistance to establish an investment strategy which is tailored to the member’s needs and objectives.
Our involvement continues after the installation of your fund is completed. You, as trustee and the client, are guided by our superannuation administration team to ensure your fund complies with the Superannuation Industry (Supervision) Act (SIS).
Annually, Metzke+Allen clients are serviced by providing on time, all annual compliance reports and documents to lodgement with the funds regulator.
This service offering is designed to make the responsibility of operating Self-Managed Superannuation as easy as possible.
If you are considering a Self-Managed Superannuation Fund or are already Trustee of a Self-Managed Superannuation Fund contact Michael Mulcahy on (03) 5822 8900 to discuss how we can assist with your choice for managing your superannuation.