Investment Advice
Retirement Strategies
Pension Strategies
Estate Planning
Advice provided through our
associated company:
Dunross Financial Planning
Pty Ltd
(AFS Licence 237496)
The Alan Skerritt Consultancy provides an integrated range of services for
Self Managed Superannuation Funds.
- Full SMSF Administration and Compliance Services
- Replacement Trust Deed - for established Superannuation Funds
- Pension Establishment and Maintenance
For details of our other services - follow this link:
We are an independent family owned business that has specialised in Self Managed Superannuation (SMSF) for more than 30 years.
- $660 (including GST) for Individual Trustees
- $1320 (including GST) for Corporate Trustee
The cornerstone of every Self managed Superannuation Fund (SMSF) is the Trust Deed. We arrange for the preparation of the Trust Deed which is issued by a well known legal firm. This Deed contains up to date definitions and reflects the latest legislation.
Also included in the set up process are:
- Australian Business Number (ABN) Registration
- Tax File Number (TFN) Registration
- Trustee declaration and consent to act forms
- Minutes of initial Trustee meeting
- Member applications
- Setting up a Cash Management Trust (or Bank Account) for the new Fund
- Participating employer applications (where required)
- Introductory information on Running your own SMSF
- Assistance with the rollover of your existing Superannuation to your new SMSF.
The Alan Skerritt Consultancy
Windsor Holdings Pty Ltd (ACN 010 018 041 ABN 12 862 040 559)
(Incorporated in Queensland) Trustee
Transfer your SMSF
to our Administration Service.
If you already have a SMSF, you may still like to consider using our administration service. The Alan Skerritt Consultancy would be happy to talk to you about your SMSF.
We offer a professional, cost effective and efficient administration service for SMSFs.
We will assist you to comply with SMSF legislation and the lodgement of your fund's taxation return.
For full details of our SMSF Administration Service please follow this link:
