Superannuation and SMSFs

CTBS has a dedicated team of accountants, being SMSF Specialist Advisers™ with the SMSF Association, to meet the compliance needs of you self-managed superannuation fund. We are here to answer all your superannuation queries both inside and outside of the self-managed super sphere. Our services include:

  • Assistance with recording appropriate investment strategies
  • Compliance with relevant superannuation legislation
  • Preparation of financial statements
  • Preparation of annual tax returns
  • Limited recourse borrowing arrangements
  • Government co-contributions
  • Rollovers and lost super assistance
  • Using your SMSF as an estate planning vehicle
  • Retirement strategies

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Confidential Tax & Business Services Pty Ltd is Corporate Authorised Representative Number 1241142 and Paul Nutter is Authorised Representative Number 1250280 of Merit Wealth Pty Ltd ABN 89 125 557 002 (AFSL409361)

Tim Wilshire is Limited Authorised Representative 1270441 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557

A Level 2, 115 Pitt Street, SYDNEY NSW 2000; P 1300 785 611; F 02 8916 4261; E contactus@meritwealth.com.auW www.meritwealth.com.au

Our services available through our limited authorisation with Merit Wealth Pty Ltd include a personalized approach meaning we are with you every step of the way through set-up, contribution and withdrawals, all the way to assisting with your estate planning for your superannuation balances and even winding up your fund.

  • Establishment of SMSF entities
  • Contribution splitting
  • Re-contribution strategies
  • Salary sacrifice arrangements
  • Pension strategies
  • Wind up

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Financial Services Guide – Paul Nutter

Financial Services Guide – Tim Wilshire