Drew Stephenson Pty Ltd Chartered Accountants provides independent, professional and pro-active advice on your personal and business superannuation needs.
We can prepare financial statements and income tax returns for all self-managed superannuation funds.
Regular reviews can be made on the performance of your managed superannuation fund to ensure you are maximising your benefits.
We provide a comprehensive range of taxation advice on a wide range of superannuation related topics.
The firm works closely with a specialist superannuation fund audit firm to ensure the audit of self-managed superannuation funds is conducted independently of the accounting & taxation functions.
The firm has staff dedicated exclusively to attending to client’s self-managed superannuation fund accounting & tax requirements.
Our financial planning partner, Hervey Bay Financial Planning works with us to provide comprehensive superannuation advice, including :
- Establishment of new self-managed superannuation funds
- Closure of self-managed superannuation funds
- Establishment of / closure of allocated pensions and TRIS pensions
- Superannuation advisory services
Together we can ensure the best outcomes for our self-managed superannuation fund clients.