You are able to take control of your own Self Managed Superannuation Fund and determine your own investment strategy.
We can help throughout the whole life cycle of Self Managed Superannuation Funds – from initial setup to ongoing yearly tax and audit requirements through to calculations of pensions and annuities. These services are offered through Harper Group and Harper Financial Group.
|Creation and Setup
||Trust deed, minutes, membership applications, investment strategy
||Trust deed upgrades, annual minutes, investment strategy changes
(Tax and Audit)
|Preparation of financial statements, income tax return, member statements and preparation of audit file for external audit
||Changing from accumulation to pension phase, pension advice, investment advice, borrowing through superannuation to acquire Investments