Self-Managed Superannuation is increasingly popular with around 600,000 funds in existence new funds being established each year. The requirements of operating a fund are quite onerous but easily systemised. The key to success with a SMSF is efficient administration and a clear understanding of what you can and can’t do. We possess specialist SMSF accreditation with Chartered Accountants Australia & New Zealand (CAANZ) and provide comprehensive services for a large number of funds. Chancellors does not operate under a financial services licence and so we are not permitted to provide advice regarding specific investment products. Accordingly advice in relation to superannuation is focused on taxation aspects, administration requirements and execution of client instructions.
Fund wind up
Fund audit file preparation
Fund performance analysis – Internal Rate of Return and benchmarking