Superannuation Services

For all your superannuation services, Kristallis accounting work alongside Gordon Schauer and Financial Planners Inner West within our Leichhardt office.

Running your own Self Managed Superannuation Fund (SMSF) is an extremely big responsibility. If anything were to go wrong or the fund is managed poorly – it’s your own future in jeopardy. This is why we recommend Gordon and the team at Financial Planners Inner West. Gordon has worked in the insurance and superannuation industry since 1988 and has the expertise to set up and structure your fund properly and to provide ongoing investment strategy.

SMSF services include setup and initial structuring advice and set up, annual reporting and tax compliance, retirement planning, life insurance, and financial planning and investment advice to keep your fund performing over the years.

Licence Number for Gordon Schauer (Financial Planners Inner West Pty Ltd): AFSL 245569.

Fixed Fee Packages for businesses

We specialise in small to medium sized business.

We take pride in:

  • Providing client service & defining client expectations;

  • Business setup advice and structuring;

  • Taxation advice; and

  • Assisting client awareness and cash flow of tax obligations.

  • Assignment of a Kristallis accountant dedicated to your SMSF

  • Financial Reports

  • Income Tax Return

  • Investment Register

  • Telephone discussions throughout the year

  • Meeting with Gordon Schauer to review and sign the financial reports and income tax return

  • Audit of Financial Reports

  • Audit Contravention Reporting

SMSF Compliance Package

  • Assignment of a Kristallis accountant dedicated to your SMSF

  • Financial Reports

  • Income Tax Return

  • Investment Register

  • Telephone discussions throughout the year

  • Meeting with Gordon Schauer to review and sign the financial reports and income tax return

  • Audit of Financial Reports

  • Audit Contravention Reporting

SMSF Growth Package

  • Draft management accounts and tax planning meeting with Andrew Kristallis

  • Assignment of a dedicated financial planner

  • Periodic Investment Reports

  • Periodic meetings with your dedicated financial planner to analyse investment reports and assist with growth strategies