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If you are thinking about
establishing a self-managed super fund (SMSF)
but are worried about compliance and administration,
then Wren Super is for you.
Establishing a SMSF
We can provided everything
you need to set up your SMSF including
- a complying trust
deed prepared by a leading law firm;
- minutes and related
documentation;
- an application for
a tax file number, Australian Business
Number and GST if required;
- assistance in setting
up a fund bank account;
- rolling over your
existing super balance.
Investment Advice
Wren Super is a part
of Wren Investment Advisers (AFSL 247124)
and can provide you with a complete range
of investment advice and portfolio administration.
When you establish a SMSF, it's often a
good time to review your investments to
make sure they are still meeting your objectives
and are in accordance with the fund's investment
strategy.
We are licensed to give
advice and deal in the following financial
products.
- deposit products;
- options and warrants;
- foreign exchange;
- government debentures
and bonds;
- managed investments;
- retirement savings
accounts;
- shares and other
securities; and
- superannuation
We can provide you with
quality fee-based advice in the following
areas:
- wealth creation strategies,
- superannuation,
- redundancy and rollovers,
- portfolio reviews,
- advice on the share
market,
- residential property,
- ethical
investments,
- social
security and retirement planning.
Ongoing administration
Wren
Super can arrange for all compliance work
and accounting
functions to be
Pensions
We
can assist you to convert a member's fund
balance from accumulation to pension mode,
including advice and all reporting and associated
documentation. We can also arrange for actuarial
certificates if required.
Annual Audit
All
self managed superannuation funds need to
be audited on an annual basis.
We
have a panel of qualified external auditors
who can undertake this work for you. The
cost of the audit is included in our Wren
SuperGuardian clients, and the cost of the
audit is included in our fixed fee.
Regular updates
We keep our clients
up to date on any changes in legislation
and the effects of those changes, via a
regular newsletter.
If you would like further
information, please email info@wrensuper.com.au
or (03) 9663 6602.
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