Our superannuation services area can help throughout the whole life cycle of Self Managed/DIY 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 |
| Administration |
Trust deed, minutes, membership applications, investment strategy |
Ongoing Compliance
(Tax and Audit) |
Preparation of financial statements, income tax return, member statements, audit through Own Your Super and Glen McClelland |
| Specialist Services |
Changing from accumulation to pension phase, pension advice, Investment advice, Borrowing through Superannuation to Acquire Investments |