We listen to our clients to ensure we provide the most professional services possible and individually assess clients’ short and long term requirements. We offer professional SMSF services ranging from ongoing “hassle free” compliance to ad hoc projects and assignments.
While many of Horizon’s clients are based in South Australia we can also meet the needs of clients who are interstate and overseas.
We provide the necessary records to prove our clients’ compliance with SMSF’s highly regulated regime. We assist in ensuring clients’ funds maintain their complying status.
We assist with providing the services required for all aspects of running an SMSF from establishing the fund through to the fund’s day-to-day operations. We ensure we provide timely advice to clients on changes to the legislative or regulatory arrangements affecting SMSFs.
The following is a selection of the services we can provide on an as required basis:
- SMSF establishment
- Trust Deed Updates
- Establishment of a Corporate Trustee
- Changes to Trustee or Membership Structure
- Assistance with Activity Statements
- Pension Initiation and Annual Review
- Supply of PAYG Payment Summaries
- Lump Sum Benefit payments
- Arranging Actuarial Certificates
- Segregation of Assets
- Prepare SMSF financial statements
- Track member account balances and components
- Organise annual audits
- Prepare and maintain trustee minutes and records
- Track and maintain investment valuations and CGT records
- Monitor SMSF compliance with relevant legislation
- Monitor and track contributions
- Monitor and track pension payments
- Provide general advice about the administrative aspects of running an SMSF and ensuring compliance with applicable laws.
Additionally Dana Rewupu and Ami Mandavkar are authorised representatives of Currie Financial Services Pty Ltd which hold a limited AFSL licence. This allows Dana and Ami to provide advice appropriate to clients’ needs.
Any advice will be provided by way of a statement of advice (SOA) which will set out the advice given to a member. It will include the basis on which the advice is given, details of the providing entity, and information on any payments or benefits the adviser or licensee will receive.
The drafting of an SOA will incur a fee which will be agreed prior to providing the advice.