Suite 313, 91 Murphy Street, Richmond, Victoria 3121 Australia Phone: +61 3 9428 1062 Email:

Self Managed Superannuation Funds (SMSF)

The preparation of audited financial statements and reports and Self-managed superannuation fund (SMSF) annual return (income tax return and regulatory information) is another service that we provide.

We have been formally accredited by the Institute of Chartered Accountants Australia as a Chartered Accountant SMSF Specialist.

McNamara and Co have an indepth knowledge of borrowing within SMSF as a means for providing for your retirement.

We ensure that our knowledge of the complex rules and regulations that surround superannuation is kept up to date, so that your fund is at all times compliant.

SMSF are required to be audited every year prior to lodgement of the annual return.  McNamara and Co work in conjunction with an independent audit firm to ensure that this is completed as seamlessly as possible.

If your SMSF is in pension phase it may also require an actuarial certificate. We can arrange for this to be prepared by an Actuary.

19th December 2012

Steps / requirements of setting up / establishing a Self Managed Superannuation Fund (SMSF).

1.    Ask your accountant and / or financial planner about the pros and cons of having a Self Managed Superannuation Fund (SMSF). 2.    Are there enough funds / asset …

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