Trustee of Self Managed Superannuation Fund (SMSF) or Small APRA Fund (SAF) member
SMSF Individual / Corporate Trustee(s)
As an individual trustee or director of a corporate trustee of an SMSF you are responsible to ensure your Fund is compliant with both tax and regulatory rules.
Walker Wayland (NSW) Financial Services provides advice to trustees on appropriate investment strategies for their superannuation fund. We recommend investments for the fund, taking into consideration the individual needs and objectives of each member of the fund. We also advise on superannuation retirement income streams, maximising transition to retirement opportunities, setting up appropriate personal risk insurance such as Life, Total & Permanent Disability & Income protection insurance cover within superannuation and advice on related superannuation estate planning issues.
For a complete service offer, taxation and related compliance issues are referred to Walker Wayland Services who can provide Tax advice to Trustees, including setting up SMSF, the preparation of financial statements, tax returns and audit of funds.
Member of Small APRA Fund (SAF)
Small APRA Funds may be suitable for people who want a superannuation fund that offer more of the advantages of a SMSF (ie flexibility and control) without the trustee responsibilities attached with being a trustee of a SMSF.
We can assist you in establishing a SAF and provide investment advice to you as a member on the investments held within the SAF.