Sothertons Perth is experienced in the area of Superannuation and will provide you with the advice you require in regards to Superannuation and your retirement needs. As a holder of an Australian Financial Services Limited Licence we meet the Licence requirements of accountants that become law on 1 July 2016. This licence allows us to advise you on the following Financial Product advice regarding superannuation and Self Managed Superannuation Fund (SMSF) matters:

  • Advice regarding establishing or winding up a SMSF
  • Assistance with Establishment of a SMSF
  • Assistance with Winding up a SMSF
  • Recommendations in regards to concessional and non concessional contributions
  • Recommendation in regards to commencing or ceasing a pension
  • Financial product advice on SMSF’s including but not limited to, advice to acquire, refrain from acquiring or disposing of an interest in SMSF
  • Class of product advice (limited) on:
    • Basic deposit products
    • Life risk insurance products
    • Securities
    • Simple managed investment schemes  

As well as holding the necessary Licence our team has the skills and resources to ensure your superannuation advice is tailored to your requirements, assisting you to meet your retirement goals. In addition we provide a comprehensive accounting and taxation service for self-managed super funds (SMSF). This includes;

  • Preparation of Annual Financial Statements
  • Maintaining detailed asset records
  • Maintaining accounting and member account records
  • Providing taxation services to ensure your fund meets all of the required taxation obligations
  • Managing the funds compliance with Superannuation Industry (Supervision) Act (“SIS”)
  • Assisting with a funds transition to pension phase
  • Planning for retirement