Self-Managed Superannuation Fund Service 1 | Page 2

How should I structure my super-fund?

What are the steps I need to take to set up my SMSF?

What are my obligations and responsibilities?

What are the benefits of an SMSF?

How is an SMSF different to an industrial fund?

What Lee and Lee Accountants can do for you

Preparation of income tax return

Lee and Lee Accountants specialise in SMSFs. Our service has been designed as a comprehensive solution for all your SMSF needs, including:

Preparation of annual financial statements

Identification of SMSF compliance issues and pitfalls

Preparation of annual audit report

Building a strong relationship to understand your needs

Accessing basic technical advice when you need it

Accessing trust deed upgrades when laws change

Unlimited email and phone call support

The team at Lee and Lee Accountants has the knowledge and expertise to support you through every step and attend to all of your SMSF advice and administration needs.

The prospect of operating your own self-managed superannuation fund often poses a number of questions like: