Self Managed Superannuation
JOYCE | DICKSON provide clients with a compliant administration service to best meet their needs. Our administration service meets all requirements of the ATO.
We will prepare a full set of financial reports including:
- Operating Statement and Statement of Financial Position
- Statement of Cash Flows
- Notes to the Financial Statements
- Investment Summary Report
- Investment Movement Report
- Members Statements
- Income Tax and Regulatory Returns
- Minutes of Trustees Meetings
- Superannuation Contributions
- Surcharge Forms
Our Administration service is not limited to annual compliance work and reporting.
We can supply market value reporting on a quarterly basis to better enable clients to plan for the financial freedom of themselves and their families. We also provide graphs to help clients interpret the performance of their funds assets and investments. Clients appreciate the expanded and specialised reporting that we will be providing to them. JOYCE | DICKSON prides themselves on providing a high quality product.