Self Managed Super Funds
Outlook Tax & Accounting Solutions provides an extensive range of services within the Self Managed Superannuation Fund marketplace to trustees and members, along with other professionals who advise Trustees within the SMSF industry (i.e. Financial Planners, Accountants and Lawyers).
Our solution can be tailored to meet the needs of all trustees and advisers (for their clients), whether it is part of our comprehensive administration and compliance service, pension documentation, audit function or the requirement for specialist SMSF advice.
SMSF Solutions Brochure (124.88kB)
Outlook can provide the tools necessary to implement the full range of strategies available to fund members (under the Simpler Super reforms), through its affinity networks with some of Australia’s leading companies for Trust Deeds, Actuarial Advice, Legal, Technical Support and IT integration.
There are several phases applicable to the 'life' of a Self Managed Super Fund. This is commonly referred to as the SMSF 'life cycle', which includes:
You can click on each stage of the SMSF life cycle for further details, or contact us should you wish to discuss your circumstances further. Our service and fee schedule provides further details about the Self Managed Super Fund solutions that we can provide for you.