Self Managed Superannuation

Every staff member at Wynn & Bennett Chartered Accountants has been comprehensively trained in Superannuation and has high level understanding of the important role a SMSF plays in achieving our client’s financial goals and securing their
comfortable retirement.

Our Self Managed Superannuation Service can be tailored to meet your requirments and incorporates the following:

• Preparation of the SMSF's annual financial statements.
• Preparation of the SMSF's annual income tax returns.
• Tracking the investment performance achieved by the SMSF.
• Advice regarding the appropriate level of contributions to be made to the SMSF.
• Transition to retirement strategies.
• Pension strategies, incorporating estate planning considerations.
• Administration, incorporating our mailhouse and family office service.