The Global Pensions Group specialises in the creation, management and advising of Self Managed Superannuation Funds (SMSF) located in Australia. Our Staff and directors have more than 50 years experience in providing retirement solutions for both Australian and non Australian citizens and companies.

We offer a broad array of specialized services to our clients, some of these services are not required by all Funds due to the size or complexity.

Our list of services include:

• Retirement strategies – including transition to retirement, pension, lump sum payments etc;
• Taxation planning advice – onshore and offshore tax planning;
• Succession planning;
• Preparation of quarterly financial accounts
• Maintenance of investment portfolio summary;
• Maintenance of members statements;
• Preparation of investment income summary report;
• Annual preparation and lodgement of income tax return and members contribution statements; and
• Outsourcing compliance audit.

Global Pensions Group offers two service packages which allow for the cost effective management of your Self Managed Superannuation Fund. The specifics of these packages are as follows:

Management Package

This includes:

• Establishment of Fund
• Preparation of quarterly financial statements
• Maintenance of investment portfolio summary
• Maintenance of member statements
• Preparation of investment income summary report
• Annual preparation and lodgment of income tax return and members contribution statements

Full Service Package

This includes:

• Establishment of Fund
• Preparation of quarterly financial statements
• Maintenance of investment portfolio summary
• Maintenance of member statements
• Preparation of investment income summary report
• Annual preparation and lodgment of income tax return and members contribution statements
• Annual audit service
• Succession Planning
• Ongoing taxation planning advice (Onshore and Offshore)
• Retirement Strategies