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

Merit%20Wealth%20Logo

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)

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

Merit Wealth Privacy Statement

Financial Services Guide