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  • Investment Advice

  • Retirement Strategies

  • Pension Strategies

  • Estate Planning


  Advice provided through our

  associated     company:

  Dunross Financial Planning

Pty Ltd

  (AFS Licence 237496)

info@dunross.com.au

Other Services we provide:

We can assist you with:


Whilst the primary focus of The Alan Skerritt Consultancy is superannuation and SMSFs, we offer other accounting services  through our associated company, AJS Accounting Services Pty Ltd.


AJS Accounting Services Pty Ltd is a registered Tax Agent. We can prepare and lodge your personal taxation returns, as well as Family Trust and Company returns.


Andrea Skerritt, (Director of AJS Accounting Services Pty Ltd) is also a qualified SMSF Auditor. She is well placed to qualify under ASICs streamlined licensing process when Auditors are required to be ASIC licensed from July 2013.


If you would like to enquire about AJS Accounting Services Pty Ltd looking after your personal taxation requirements please contact on:


Telephone: (07) 3292 5555

Email: andrea@AJSaccounting.net.au

SMSF Establishment Service - the Process

The Alan Skerritt Consultancy

                   Specialists in Superannuation

Home

We are an independent family owned business that has specialised in Self Managed Superannuation (SMSF) for more than 30 years.

 

Associated Accounting Services:


 The Process of Establishing a

Self Managed Superannuation Fund (SMSF)


See the section “Services” - Fund Establishment for the full details of what The Alan Skerritt Consultancy will provide as part of our Fund Establishment service.


Please feel free to contact us, either via email at info@skerritt.com.au or telephone us on (07) 3292 5555. We will be  happy to answer any questions you may have regarding your Superannuation.


If you decide to proceed with setting up a fund, you need to complete the application form and send this to us.


We will then organise for the fund's trust deed to be prepared and forward this, together with other associated documents,  to you for your signature.


You should allow at least 30 days before your fund’s ABN is available. On completion of this process, your fund will have a Trust Deed and ABN, TFN and a bank account. At this stage you can commence making contributions to the fund and investing these funds.


We can also start the process of rolling your existing Superannuation to your new fund. (Most institutions will not roll over funds to a SMSF until it has an ABN).

Welcome

  

The Alan Skerritt Consultancy

Windsor Holdings Pty Ltd  (ACN 010 018 041 ABN 12 862 040 559)

(Incorporated in Queensland)  Trustee

 info@skerritt.com.au