Self-Managed Super

Secure your future, with Conroy Evans: Your Trusted Experts in Self-Managed Superannuation

A Self-managed superannuation fund (SMSF) empowers you to take greater control of your financial future,  However, navigating the complex regulatory landscape of SMSFs can be challenging.

Leveraging our expertise, Conroy Evans & Co. streamlines this process. Our expert team is ready to assist you in navigating legal and accounting obligations, ensuring a secure and confident experience.

How we can help

New Fund Establishment

Including feasibility, Trust deeds, Tustee consent forms, minutes, member applications, Binding death nomination forms

Ongoing Administration

Including preparation of all financial statements, SMSF annual returns & GST returns. Along with lodgement of all compliance obligations

Estate planning advice

Tailor your estate’s future with confidence with flexible SMSF estate planning options.

Our services include

Fixed fee for services provided

Timely, accurate and compliant financial reports

Preparation of financial statements and reports

Preparation and lodgement of income tax returns

Arranging an independent audit

Pension calculations

Actuarial certificate (if required)

Assistance with the preparation of all required minutes

Preparation of annual PAYG payment summary

Business Activity Statements/Instalment Activity Statements

Maintenance of records of all fund investments

Benefit payment processing compliance and ATO reporting

Speak to our expert advisors!

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who trust Conroy Evans & Co.

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