What we do

Set-up

We will set up you fund, by registering it with the ATO and get the ABN and TFN for the Fund.

1. Trust Deed 2. Minutes of Meetings 3. Investment Strategy 4. Trustee Declaration 5. Consent to act as Trustee and Member Application

 

 

 

For examples of these pages, see our downloads section.

Annually

Superannuation Warehouse will perform all the annual tasks necessary to keep your Fund compliant.  These functions consist of:

– Annual Financial Accounts preparation – Tax return preparation  -Tax return lodgment – Minutes preparation – Arranging for the audit

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