Starting a pension in a Self-Managed Superannuation Fund (SMSF) is easier said than done. It involves preparation and lodgement of various documents that can be confusing and cumbersome for most clients.
CSS’ pension service ensures clients meet their regulatory obligations while setting up a pension for a member. It does that by providing the following services:
- Preparation of pension schedules at the start of the pension and at the start of every financial year
- Preparation and lodgement of quarterly Instalment Activity Statements (IAS) with the Australian Taxation Office (ATO)
- Preparation and lodgement of annual group certificates with the ATO
- Preparation and lodgement of annual PAYG payment summary with the ATO