Foundation Advisory is available to consult on all matters associated with Self Managed Superannuation Funds.
Our expertise covers the following areas:
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Establishment Structuring for new SMSF’s
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Capital Gains Tax and General Tax Advice for SMSF’s
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Windup process for SMSF closing down or rolling into Retail Superannuation
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Trustee SMSF structuring
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Structuring for incapacity within SMSF
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Non Residency advice and SMSF, structuring and process
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In house asset advice to clients, in particular around related party investments
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Collectible rules advice and rectification processes
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Limited Recourse Borrowing Arrangement structuring and administration advice
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Superannuation Contribution advice (both concessional and non-concession)
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Strategy advice for moving assets into superannuation (Generally Listed shares and Business Real Property)
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Pension Structuring, commencement and commutation advice, TRIP, ABP and Defined Benefit Fund advice
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Retirement planning advice for clients and modelling around assets within SMSF
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Reserving contribution advice
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Australian Taxation Office audit advice where clients are selected for audit. The ATO provided a letter of full clearance letter on those funds following their audit
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Excess Contribution (both concessional and non-concessional) advice to client
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Related party acquisition rules and advice
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Pre 1999 Unit Trust advice
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Related party loan advice
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Estate Planning and SMSF advice
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Superannuation Guarantee advice and when this applies to be paid
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Termination Payment ETP advice (to the end of the transitional rules in 2012)
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Related party transaction advice (as it relates to investments or proposed investments in SMSF)
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Transfer Balance Cap (TBAR) Reporting if applicable
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Management of the $1.7m Total Superannuation Limits