Other Services

SuperWise provides clients with a range of other services, including:

• Preparation and lodgment of business/instalment activity statements
• Limited recourse borrowing arrangements
• Lump sum benefit payments
• Arrange trust deed amendments or replacements
• Set up of account based pensions
• Set up and management of transition to retirement pensions
• Advice regarding tax structuring of Account Based Pension, Transition to Retirement Income Stream and individual funds
• Benefit payment documentation
• Arrange pension actuarial certificates
• Asset segregation
• Management of anti-detriment payments
• Facilitation of ATO reviews and audits
• Trustee/member appointment and removal
• Estate planning

We engage external professional service providers to assist with these services when required.

SMSF Health Check Service

We provide the following services to our client’s SMSF (outside of the obligatory annual SMSF compliance):

• Annual review of funds trust deed
• Organise deed amendments (where required)
• Annual review of beneficiary nominations
• Annual SMSF health check, including review of trustee structure, and where appropriate, advice to change to streamline estate planning outcomes
• Review of reversionary pension beneficiaries in conjunction with death benefit and intergenerational estate planning

We engage external professional service providers to assist with these services when required.