Self-Managed Superannuation Funds


For many Australians, Self-Managed Superannuation Funds are too good an offer to refuse. They provide a way to control your investments, protect your future and, in many cases, minimise your tax. However, the rules and regulations surrounding self-managed superannuation funds are complex and require significant expertise to setup and manage properly.

This is where Pearce Davis comes in: we specialise in everything to do with self-managed superannuation funds, including setup, management and taxation.

The funds we help manage are provided with:

  • Financials Statements
  • Income Tax Return
  • Investment Schedule
  • Members Statements
  • Pro forma minutes and secretarial documents

We are familiar with the accounting and taxation of instalment loans and the accumulation of property in self-managed superannuation funds.

We hold information evenings from time to time to help you understand how self-managed superannuation funds can help you. Contact us for more information.