Self-Managed Superannuation

Berry & Grosser has been providing specialist superannuation advice to clients, members and trustees of Self Managed Superannuation Funds for over twenty years.

We provide Superannuation Advice on all aspects of superannuation, particularly specialising in maintaining your own Self Managed Superannuation Fund.

In order to fully maximise your benefits we provide reliable, up to date specialist Superannuation Advice. Our range of comprehensive services include:

  • Fund establishment
  • Assistance in Rollovers/Transfers
  • Superannuation Advice and assistance to ensure compliance with the Superannuation Industry (Supervision) Act 1993
  • Complete administration of your Superannuation or Pension Fund
  • Maintenance of portfolio records
  • Australian Tax Office (ATO) responsibilities
  • Financial and Compliance Audit Obligations
  • Payment of Benefits

This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.