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      Self-Managed Super Specialists

      • Complete Administration & Compliance Service
      • Independent Family Owned Business
      • Our Clients Have Peace of Mind
      • Over 30 Years' Experience
      • Specialists in Self-Managed Superannuation
      General Info

      Self-Managed Superannuation Specialists, Full SMSF Administration to Audit.

      SMSF Specialists Administration, Tax Returns & Audits.

      Skerritt Superannuation are specialists in Self-Managed Superannuation. We have been providing full SMSF administration for more than 20 years and can prepare your fund's financial accounts to audit stage. We can assist with the establishment of your fund, including the arrangement of your fund's trust deed, ABN and TFN. If required, we can assist you with the establishment of your pension. Independent Family Owned Business Skerritt Superannuation is an independent family owned business that has specialized in Self-Managed Superannuation for more than 30 years. We can assist you with:Establishing Your Self-Managed Super Fund (SMSF) Trust Deeds for New Funds and Amendments to Existing Trust Deeds Establishing Corporate Trustees (Where Required) Pension Strategies Including Transition to Retirement Income Streams Converting Your SMSF to Pension Phase

      Skerritt Superannuation provides Superannuation Fund Trustees with a complete administration and compliance service. This is the focus of our business and we excel at this. Our Services Include:Fund administration and compliance Arrange fund audit Lodgement of annual returns Fund establishment Update trust deed Pension establishment Pension maintenance.

      Our clients have peace of mind knowing that all the paperwork side of their SMSF is being handled by experts. This leaves Fund Trustees with the freedom to concentrate on Superannuation Fund assets and Investment decisions. To contact Skerritt Superannuation for all your self-managed superannuation enquiries please call us on (07) 3292 5555.

      Accreditations
      Accreditation badgeAJS Accounting Services Pty LtdAccreditation badgeDunross Financial Planning Pty LtdAccreditation badgeDiploma of Superannuation Management - Andrea Skerritt
      Email
      Payment method
      check
      Established
      1986
      ABN
      12 862 040 559
      ACN
      010 018 041
      Ownership
      Locally Owned
      Service Notes
      Open Monday to Friday
      Free Estimates
      Yes
      Other Link
      Categories
      Superannuation Fund, Annuity & Rollover Consultants, Financial Planning
      Keywords
      Administration, Administrator, Annual Return, Annuity Consultants, Audit, Compliance, Consultancy, Corporate Trustees, Fund Establishment, Investment, Paper Work, Pension Establishment, Pension Maintenance, Pension Strategies, Roll Over, SMSF Administration, SMSF Compliance, SMSF Set up, Self Managed Super, Self Managed Super Admin, Self Managed Super Specialists, Self Managed Superannuation, Self Managed Superannuation Specialists, Self Managed Superannuation Specialists QLD, Self Managed Superannuation Specialists Queensland, Specialist Self Managed Superannuation, Super QLD, Super Queensland, Superannuation, Superannuation QLD, Superannuation Queensland., The Alan Skerritt Consultancy, Transition to Retirement, Trust Deed, Trust Deeds
      FAQschevron down

      What is a Self-Managed Superannuation Fund (SMSF)?

      A SMSF is a small trust set up with the primary purpose of providing retirement benefits to its members. A core difference from other Superannuation vehicles is that all the members must also be trustees. The maximum number of members is four.


      Who can be a Trustee?

      Provided you are over age 18 and are not considered a disqualified person€ you are able to act as a trustee of a SMSF. A disqualified person: - Has been convicted of an offence involving dishonesty. - Is insolvent under administration (i.e. bankrupt), or - Has, at any time, has been subject to a civil penalty order under the SISA.


      How much Superannuation do you need to set up a SMSF?

      There is no minimum requirement before you can set up a SMSF. However these types of funds become more cost effective with higher balances. There are many views of what the minimum should be before you proceed with your own fund; some suggest $100000, other views are for higher balances. If your balance is quite small, you may find your fixed operating costs are too high and you will have difficulty in diversifying your funds' assets.


      Can a SMSF have just one member?

      Yes you can have a Single member fund. The Trustee requirements are slightly different for a Single member fund. -A Single member fund can have a Corporate Trustee with either: -A Sole Director who is the member of the fund, or -Two directors, one of which is the member with the other Director being either related to the other director or not an employee of the other Director