Superannuation Services in Australia

Trustees, accountants, financial planners, and other advisers get expert advice and help from Taxvisor Financial Service on all superannuation-related issues. Our advice is practical and hands-on, based on our extensive experience in the accounting, audit, taxation and financial planning aspects of superannuation. Our specialist superannuation teams work across these fields to provide you with a total solution.

Through the complexities of Superannuation, we provide fund trustees with assistance in navigating the superannuation environment, to ensure that your fund remains up-to-date and that it poses no risks to your current situation.

Get expert advice on superannuation legislation in:

  • Eligibility for contributions
  • Tax deductibility of contributions
  • Eligibility for benefit payments
  • Taxation of benefit payments
  • Limited recourse borrowing arrangements
  • Permitted investments
  • Use of related unit trusts
  • Appropriate documentation
  • Review of financial statements, member statements, investment strategy, trustee minutes and working papers
  • Reports on any deficiencies or omissions
  • Recommendations on remedial action
  • Assistance to ensure future compliance
  • Assistance with Australian Tax Office reviews/audits of funds
  • Assistance to fund trustees who may have breached the legislation, including development of a rectification program and liaison with the ATO.


For retirement & planning:

Advice on the structure of your SMSF to ensure that benefits are secure in the accumulation and income stream phase, and that on your death they are directed to your beneficiaries in accordance with your wishes. We provide:

  • recommendations on, and review of, fund structures
  • Admission of new member documentation
  • Fund administration
  • Wind-up of SMSFs
  • Trust deed reviews