Superannuation is one of the largest assets you will own in your lifetime
We have proven experience in this area
Greenfield Partners ensures you get the right advice, expert guidance and professional service to help you set-up and manage your Self Managed Superannuation Fund
Whether you are just starting off, transitioning to retirement or looking at the best way to pass wealth on to the next generation, we will help you maximise the benefits by assisting you with everything from setting up your own fund to looking after the daily administration, lodging your income tax return and arranging the fund audit.
We also offer a boutique and independent wealth management and advisory offering through Greenfield Private Wealth. Our innovative and disciplined approach aims to build and protect your wealth in a risk controlled manner.
Together with Greenfield Private Wealth, our Self Managed Superannuation Fund services include:
- Self Managed Superannuation Fund establishment
- Preparation of Financial Statements
- Preparation and lodgement of Tax Return including facilitation of external Audit
- Specialist technical consultation and advice
- Property and Limited Recourse Borrowing Arrangements
- Pensions including Transition to Retirement and Account Based
- Preparation of annual trustee minutes
- BAS/IAS preparation and lodgement
- Trust Deed reviews and update
- Actuarial certificates