If you operate your own self managed superannuation fund or are considering establishing your own, JKM can assist in every way including:
Establishment and Setup
We arrange the preparation of all necessary documents and obtain all necessary applications and registrations.
Maintenance and Advice
We prepare and lodge your annual income tax return and statements.
Provision of advice with respect to the operation of the fund and the requirements of the Superannuation Industry Supervision Act is offered.
We can attend to the annual Audit required on the funds financial statements and on the funds compliance with the Superannuation Industry Supervision Act.
Pensions and Retirement
We can provide advice with respect to the withdrawal of superannuation benefits either as a lump sum or pension. We can also attend to all requirements necessary for the fund to pay such benefits.
If the fund is no longer required we can provide advice in this regard and attend to the rollover or payment of benefits necessary to wind up your fund.