OTHER SMSF SERVICES

In addition to administration, annual reporting and strategic financial advice services, BKT Self Managed Super offers a full range of other services that might be needed by an SMSF. We can do these things ourselves or where appropriate outsource to external specialist lawyers. These services include:

• Setting up a SMSF
• Amending SMSF deeds
• Changing SMSF trustees
• Preparation of documentation to commence Account Based Pensions and Transition to Retirement Pensions
• Pension commutation and recommencement
• Preparation of documentation to establish Limited Resource Borrowing Arrangements and related Bare Trusts
• Preparation of documentation in relation to lump sum payments and rollovers
• Preparation of Business Activity Statements
• Assistance with preparation of SMSF investment strategies
• Preparation of Binding Death Benefit Nominations and Wills
• Preparation of Powers of Attorney