Superannuation Services

Superannuation is one of the most important elements for financial security. It is important to get the right advice if clients want to ensure they get the maximum benefits that superannuation has to offer. We offer a full comprehensive service to ensure our clients have peace of mind.

Establishment of your fund:

  • Application for TFN & ABN registration
  • Fund Trust Deeds,
  • Member applications,
  • Trustee Minute/Resolutions,

Annual Compliance Services

  • Preparation of annual financial statements, annual income tax & regulatory return,
  • Member statements,
  • Arrange for the annual financial & compliance audit.

Portfolio Administration Services

  • Processing of fund transactions,
  • Reporting to fund trustees, (Monthly, Quarterly, Annually),
  • Provide investment reporting, including Capital Gains Tax position,
  • Fund trustees maintain full control of bank account & investment decisions,
  • Attend to Annual Compliance Services.

Allocated, Lifetime, Life Expectancy (Fixed) & Flexi Pension Services

  • Preparation of all ATO forms,
  • Calculation of allocated pension parameters,
  • Preparation of monthly/quarterly IAS re PAYG withholding tax remittance,
  • Conversion of your fund from Accumulation phase to Pension phase,
  • Preparation of annual PAYGWH statements,
  • Calculation of pension parameters for forthcoming year.

Superannuation Advisory Services

  • Complying fund investments,
  • Structuring of funds and pensions,
  • Salary packaging,
  • Redundancy packaging,
  • Retirement structuring,

Click on the link below for access to Count Financial Limited's comprehensive Financial Planning website.

Please contact us for further information on how we can help you get back to running your business.

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