Superannuation

AMD Superannuation Services was established in 1999 and provides a complete administration service for Superannuation Funds. The majority of funds administered are Self Managed Superannuation Funds, with all technical and administrative requirements being managed by our specialist team.

Our Superannuation team assists an extensive range of clients requiring superannuation support including employees, business owners and retirees. Our clients share a common goal of seeking to maximise their retirement income.

Services tailored to the unique needs of each client include:

Self Managed Superannuation Fund (SMSF) Establishments

In addition to the preparation of financial accounts, income tax and regulatory return, audit and all regulatory and compliance matters relating to self managed superannuation funds, AMD can also assist clients in the establishment of a new fund by attending to the preparation of trust deeds, minutes and associated documentation via Self Fund Pty Ltd (Priority Super).  

Administrative Services

AMD provide ongoing administrative services for Self Managed Superannuation Funds. These services include the preparation of financial accounts, performing the mandatory annual audit, attendance to the fund taxation requirements and all documentation and compliance matters.

Audit Services

Where the preparation of self managed super fund accounts are prepared externally to AMD, our team can conduct the mandatory annual audit of the fund as a separate service, ensuring your fund is compliant in all areas.

Pension Fund Advice

A variety of pensions are available and our team assists clients in the process of moving a fund from the accumulation to a pension fund, we assist clients in selecting the most suitable option for both income and tax effectiveness.  Our team will also take care of all documentation requirements in relation to setting up and maintaining of a pension income stream.

Superannuation Strategies & Advice

AMD are proactive in our approach to providing current up to date advice on superannuation related strategies for both our business and individual clients. Our team can also provide technical advice on the complexities of superannuation legislation.

Estate Planning Strategies

Our team can help you with some of the more challenging aspects of proactive retirement planning, whether it be a detailed plan encompassing all your business and individual assets or just planning for your superannuation fund.  This can include advice and planning when passing the family business onto the next generation, various business succession planning strategies and Estate planning to ensure your assets are dealt with as you wish.  Through listening carefully to your concerns and providing support and referral, we take the worry out of these issues.

More information and an obligation free first discussion are available by contacting our Superannuation Services team on (08) 9780 7555.

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