Philosophical approach to assisting your firm:
The Superannuation Industry is highly regulated. Our sole focus is to ensure compliance within the current regulatory framework for Superannuation Funds. It is imperative that the obligations imposed on Trustees of Self Managed Superannuation Funds are fulfilled to ensure that the maintenance of the Fund’s concessional tax status are met by the tax agent and the client.
Therefore, our approach is to work in the following manner with advisors:
• Cloud Based or Physical Location SMSF Audits – Whichever you prefer, we can work with you in the way that is specifically suited to your business. We are happy to come to your office to audit funds and scan documents; we can also work remotely.
• Proactive Process for contraventions – Where issues with audits are identified, we can work with you as to the best way to resolve the matter.
• Efficient Turnaround Time – Maximum four business day turnaround time for queries and audit report.
• Phone Calls or Meeting Audit Advice – We are available at any time for phone calls or to discuss if an investment your client might be proposing is compliant with the Superannuation laws. Phone calls and meetings are not charged. We work on fixed fees for SMSF audits. We believe in establishing and developing a sound business relationship with you.
Contact our office to arrange an obligation free meeting.
Telephone: 0407 300 089
Email: info@foundationadvisory.com.au
Website: www.foundationadvisory.com.au
