Self-managed Superannuation Funds

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, they are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. The tax laws and documentary requirements required to set up and administer a self managed superannuation fund are extensive and subject to change on a regular basis.  

MGS Accountants can assist you to effectively reach your financial retirement goals with the following:

  • Obtaining a trust deed
  • Appointment of trustees
  • Signing a trustee declaration (NAT 71089)
  • Election to become a regulated fund
  • Obtaining a tax file number (TFN) and Australian Business Number (ABN)
  • Preparation and lodgement of Annual Return with the ATO
  • Preparation of pension documentation
  • Appointment of fund auditor
  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations

At MGS Accountants we provide the professional service necessary to set up administer your own fund and greatly simplify the process for you. 


27 Louise St, Atherton QLD 4883, Australia

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07 4091 2422

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