Self-Managed Superannuation.

Establishment

We provide advice on establishing Self-Managed Superannuation Funds including recommended trustee structure, provision of establishment documentation, facilitation of rollovers and all ATO registration requirements.

Accounting, Tax & Audit

When it comes to adhering to the accounting and tax requirements of Self-Managed Super Funds (SMSF’s) Davenport Taylor are the experts. We streamline the process via cloud based accounting processes and ensure the financial accounts and tax return is prepared compliantly and to a standard that makes the Audit process as smooth as possible.

Strategic Oversight

In addition to accounting and tax services we work closely with our partners to explore strategic opportunities that may benefit a client and to ensure you never miss an opportunity.

Our Services

  • Annual Financial Statements

  • Annual Tax Return

  • Transfer Balance Cap reporting

  • Pension commencement/cessation advice*

  • Lump Sum advice*

  • Estate Planning advice*

*services delivered by our Partners

Contact us to Prosper.

Davenport Taylor is committed to providing the necessary guidance and oversight so that our strategic partners are fully informed and deliver the best outcomes for you.