Self-Managed Superannuation Fund Services

Fleming Partners have a team of specialists committed to providing both the technical strategies required to maximise your superannuation benefits and the administrative support to ensure ease of management of your superannuation fund. These services will enable you to enjoy the advantages of a SMSF where you control the investment strategy, reduce tax while obtain tax benefits, and control administration costs. Services we offer include:

  • Assisting with establishment of Self Managed Superannuation Funds
  • Maintain Fund Trust Deeds
  • Day to day administration
  • Preparation of Trustee Minutes/Resolutions
  • Financial statement preparation
  • Member Statements
  • Superannuation Fund Audits
  • Structuring of benefits and pensions
  • Preparation of all ATO forms
  • Preparation of monthly/quarterly IAS re PAYG withholding tax remittance
  • Calculation of minimum pension requirements

Through our association with Count Financial Group Limited our Fleming Partners Authorised Representatives can assist your SMSF with any financial planning requirements including:

  • Preparation and monitoring of investment strategy
  • Investment strategy Investment advice & reviews
  • Managed funds
  • Share trading
  • Term deposits
  • Transition to retirement strategies
  • Salary sacrificing strategies
  • Life Insurance requirements within your SMSF

Fleming Partners is a Member of Count. Count and Count Wealth Accountants are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited . Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.