Self Managed Superannuation

B B Whitehouse Group specialise in the establishment and compliance of Self Managed Superannuation Funds. This is a core area of our business. B B Whitehouse Group is an independent, specialist Self Managed Super Fund (SMSF) administrator for individual and corporate trustees. We offer a SMSF packaged administration service including SMSF Reporting, Annual Compliance, Regulatory Return, Regulatory Audit and technical assistance with superannuation and pension issues, including the investment management tool for your portfolio.

We are also members of the Self Managed Super Fund Professionals Association of Australia and have Specialist Adviser status.

1. Set-up of the Fund
2. Investment Strategy Reports
3. Pension Funds
4. Actuarial Certification
5. Audit
6. Financial Account and Taxation Return Preparation and Lodgement
7. Special Assistance and Advice
8. Tax Planning

We offer superannuation advice to all clients. Self Managed Super Funds are our specialty and accounts for a large part of our workload. We also offer a back office function for accounting and financial planning organisations. If you have any queries or questions regarding Self Managed Superannuation, SMSF audits, online investment administration or investment portfolio management systems, please contact us today and we will be happy to assist.