From time to time there may be specific documentation that a Self-Managed Superannuation Fund is required to have for various transactions that occur during the lifecycle of the Fund. These can range from when you set up the Fund to closing the Fund.
Concise Super can arrange the right documentation for the right transaction. These range from;
- Establishment of a new Self Managed Superannuation Fund
- Roll over statements
- Lump Sum payments
- Pension & Transition to Retirement
- Actuarial Certificate – co-ordinate with Actuary service provider