Compliance

Self-Managed Super Fund (SMSF)

Piatti & Associates Pty Ltd is a Corporate Authorised Representative (No. 1234761) of GPS Wealth Ltd, an Australian Financial Services Licence (AFSL) holder. We can assist you each step of the way to ensure your obligations and compliance are met.

Specialist SMSF Advice Services:

  • Advice on SMSF
  • Establishment of SMSF
  • Estate planning strategies and advice within SMSF
  • Pension strategies
  • Winding up a SMSF

Annual & Ongoing Compliance:

  • Account preparation – financial statements, member benefit statements, investment reports
  • Tax return preparation and lodgement
  • Minutes to the meetings
  • Audit by an approved independent auditor
  • Investment strategy compliance documentation Registration for GST (where required)
  • Quarterly BAS and lodgement (where required)
  • Transactional bookkeeping using BankLink (BankLink reduces the time and cost associated to accounting and auditing of SMSF’s)

gps-wealth-logo  GPS Wealth Ltd | ABN 17 005 482 726 | AFSL 254 544 | Australian Credit License 254 544

www.gpswealth.com.au | GPS Wealth Ltd Financial Services Guide | GPS Wealth Ltd Privacy Policy | GPS Wealth Ltd Complaints

General Advice Warning:

The information contained on this webpage has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Disclaimer:

Whilst Piatti & Associates Pty Ltd is of the view the contents of this webpage is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Piatti & Associates Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Piatti & Associates Pty Ltd or GPS Wealth Ltd.