We have strong compliance advisory capabilities led by industry experts. We can assist and advise on complex superannuation compliance issues, practical breach rectification.
Whether you have a question about compliace, taxation, an investment, real property and borrowing arrangement, acquisition of business real property, in-house assets, residency of the SMSF, contributions, condition of release and benefits payment, or complex administrative matters, we can advise you to make sure your SMSF complies.
We can review your SMSF to identify any potential compliance issues. As experts, our review and advice process is rigorous and tested against the Superannuation Industry (Supervision) Act 1993 and Regulations, and also the income tax legislations. Our technical experts are across Australian Taxation Office rulings and guidelines.
Get certainty
For certainty, we can assist with preparing and lodging request for SMSF Specific Advice with the Australian Taxation Office to obtain the regulator’s position on how the superannuation laws applies to your particular transaction or arrangement.
We can also assist with preparing and lodging request for a Private Ruling with the ATO if the transaction or arrangement relates to a tax issue.
Your strategies
We can assist you with your SMSF strategies.
Run your strategies by us. We can let you know whether it will comply with superannuation laws, and if there are additional requirements, we will let you know.
Get in touch with us.
