Take back control and let us make it simple
Your self-managed superannuation fund is a significant part of your life, your wealth and your future.
Whytes provide a range of services to superannuation fund trustees from assisting with fund establishment to administering, auditing and winding up a fund.
Where you have a financial planner, Whytes work collaboratively with them to deliver a co-ordinated and timely service. For those trustees who prefer to truly DIY our software packages can offer you those administration services.
Whytes SMSF service offering includes:
- Fund establishment
- Fund financial statement and income tax (annual return) preparation
- Full fund administration
- Pension establishment and documentation
- Member benefit payment documentation
- SMSF audit
- Technical advice around Complying Limited Recourse Borrowing Arrangements
- Fund wind up