Superannuation Services

McCormack & Partners are self managed superannuation fund (SMSF) specialists and provide a full range of accounting, taxation, administration services and strategic superannuation advice.

We provide our clients with an exceptional level of client care.

Our services include:

Accounting, Taxation and Administration Services

  • Financial statements
  • Income tax returns
  • Member reporting
  • Investment reporting
  • Fund administration
  • Trustee minutes
  • Income stream (pension) calculations

Other Services

  • Establishing an SMSF
  • Rollover of existing superannuation benefits
  • Strategic superannuation advice
  • Taxation advice
  • Estate planning
  • SMSF borrowing
  • Commencing an income stream (pension)
  • Advice regarding compliance with Superannuation Industry Supervision (SIS) Act