Self-managed Superannuation Funds

Whether you wish to establish a Self Managed Superannuation Fund (SMSF) or transfer your existing SMSF to our service, Veritas Wealth Solutions and Jodie Dickson Accounting and Superannuation provide trustees with a complete administration service to best meet their needs.

Our administration service includes the preparation of a full set of SMSF financial reports:

  • Operating Statement and Statement of Financial Position
  • Notes to the Financial Statements
  • Investment Summary Report
  • Investment Disposal Report
  • Investment Income Report
  • Member Statements
  • Income Tax and Regulatory Returns
  • Minutes of Trustee Meetings
  • Superannuation Contributions

Our service is not limited to annual compliance work and reporting and we welcome the opportunity to assist you with your strategic and investment decisions.

To find out more about the services we can offer you, please contact us.

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