Foundation Advisory is available to consult on all matters associated with Self Managed Superannuation Funds.
Our expertise covers the following areas:
-
Establishment Structuring for new SMSF’s
-
Capital Gains Tax and General Tax Advice for SMSF’s
-
Windup process for SMSF closing down or rolling into Retail Superannuation
-
Trustee SMSF structuring
-
Structuring for incapacity within SMSF
-
Non Residency advice and SMSF, structuring and process
-
In house asset advice to clients, in particular around related party investments
-
Collectible rules advice and rectification processes
-
Limited Recourse Borrowing Arrangement structuring and administration advice
-
Superannuation Contribution advice (both concessional and non-concession)
-
Strategy advice for moving assets into superannuation (Generally Listed shares and Business Real Property)
-
Pension Structuring, commencement and commutation advice, TRIP, ABP and Defined Benefit Fund advice
-
Retirement planning advice for clients and modelling around assets within SMSF
-
Reserving contribution advice
-
Australian Taxation Office audit advice where clients are selected for audit. The ATO provided a letter of full clearance letter on those funds following their audit
-
Excess Contribution (both concessional and non-concessional) advice to client
-
Related party acquisition rules and advice
-
Pre 1999 Unit Trust advice
-
Related party loan advice
-
Estate Planning and SMSF advice
-
Superannuation Guarantee advice and when this applies to be paid
-
Termination Payment ETP advice (to the end of the transitional rules in 2012)
-
Related party transaction advice (as it relates to investments or proposed investments in SMSF)
-
Transfer Balance Cap (TBAR) Reporting if applicable
-
Management of the $1.7m Total Superannuation Limits
