SELF-MANAGED SUPERANNUATION FUNDS

With over 200 Self-Managed Superannuation Fund (SMSF) clients Roy Spagnolo & Associates have a thorough understanding of the excellent retirement and tax efficient strategies that can be achieved through the use of a SMSF.



Roy Spagnolo & Associates ensures that Self-Managed Superannuation Funds retain their complying fund status and are proactive in keeping trustees informed of potential changes in legislation.

The Self-Managed Superannuation Fund team at Roy Spagnolo & Associates provide the following services:
    • Prepare Financial Statements
     • Prepare Member Statements
    • Prepare and lodge Income Tax Returns
    • Attend to Actuarial Certificates (if required)
     • Preparation of Trustee Minutes
    • Arrange Audit of the Financial Statements
     • Completion of various administrative tasks



Roy Spagnolo & Associates works closely with investment advisors, whether it is our recommended advisors or your chosen advisor, to ensure your Self-Managed Superannuation Fund is reaching its full potential.