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info@cstax.com.au

SMSF Investment Strategy - Provide the freedom & flexibility to manage retirement benefits

  • Fund set-up Services

    • "C & S Partners can set-up a complying SMSF Investment Strategy for you. Our Trust Deeds are drafted to provide maximum flexibility, while complying with all prevailing superannuation laws. Using our set-up services will ensure that your new self managed superfund is up and running as soon as possible without any fuss."

      Our self managed superfund Trust Deed allows:

      • Individual as trustees or corporate trustee
      • Contributions from all sources - including superannuation guarantee contributions, employer contributions, employee voluntary contributions (personal contributions)
      • By self-employed, Government super co-contribution
      • Full flexibility in investments, including in shares, real property
      • Death benefit nominations - both binding and non-binding
      • Seamless conversion from accumulation to pension, including transition to retirement pension
  • Fund Accounting & Tax Services

    • All self managed superfund trustees are required to have financial statements prepared, lodge income tax & regulatory return and other relevant statements with the Australian Taxation Office each year.

      "The trustee must all ensure the self managed superfund is audited each year by an approved auditor. The audit covers both financial statements audit and compliance audit. The findings of the audit must be reported on the income tax & regulatory return. C & S Partners can provide you with all of the above services, which includes the compilation of a full set of financial statements, preparing the income tax & regulatory return, other relevant statements and audit of self managed superfund. When you use our services, you can be assured the highest level of services. The team at C & S Partners are qualified accountants with specialist knowledge, expertise and skill in self managed superfund."

      C & S Partners has in place rigorous internal processes and procedures to ensure quality services is delivered every time, and all the time.

      We provide an upfront fixed fee on our services which means you know in advance the costs to your superfund. We do not charge by the hour.

      C & S Partners is a registered tax agent and have approved auditors. In this specialised area, experience counts. And C & S Partners has the experience.

      Here's what we will do:.

      • Prepare of annual financial statements, including operating statement, statement of financial position, notes to financial statements
      • Prepare and lodge the fund's annual return (income tax return), calculate and advise of tax liability or tax refund due
      • Audit of the SMSF by an approved auditor
      • Prepare member benefits statement, which contains member's tax components
      • Provide you with detailed investments reports, such as investments movement report, and year-end market valuation report
      • Facilitate obtaining of an actuarial certificate where required
      • Manage communications and correspondence with Australian Taxation Office

      We provide you with comprehensive SMSF annual reporting that is more than just financial statements. More about our reporting or get a sample of the report we prepare for you.

      "To have C & S Partners manage your accounting and taxation for your self managed superfund and audit of your self managed superfund, download the Appointment Form here, complete it and return to us."

      We invite you to contact us to discuss how we can managed your self managed superfund's accounting and taxation needs or our processes.

  • Fund Audit Services

    • All SMSF's are required to be audited by an approved auditor. This audit requirement is set out in law under section 35C of the Superannuation Industry Supervisory Act 1993. C& S Partners has approved auditors to perform all auditing requirements pursuant to the Act, taking into account current developments.

  • Fund Audit Services *

    • C & S Partners is able to provide self managed superfund trustees with advisory services in the following areas:

      • Self managed superfund compliance
      • Superannuation rules
      • Taxation advice and strategies
      • Prepare member benefits statement, which contains member's tax components
      • Provide you with detailed investments reports, such as investments movement report, and year-end market valuation report
      • Facilitate obtaining of an actuarial certificate where required
      • Manage communications and correspondence with Australian Taxation Office

      * in Alliance with serena financial services