SMSF Advisory Services

Bizzaca & Buhari Financial Services Pty Ltd is a Limited Australian Financials Services Licence Holder AFSL No 487986.

This licence authorises us to carry on a financial services business to provide financial product advice for the following classes of financial products:

  • Superannuation limited to self-managed superannuation fund; a person s existing holding in a superannuation product but only to the extent required for making a recommendation that the person establish a self-managed superannuation fund; and providing advice to the person on contributions or pensions under a superannuation product;
  • Provide class of financial product advice for the following classes of financial products:
  • Deposit and payment products limited to basic deposit products, general insurance products, life products limited to:
  • Life risk insurance products, simple managed investment schemes, securities and superannuation; and
  • Deal in a financial product by:
    • Arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
    • Superannuation limited to self-managed superannuation fund;
  • Arranging for another person to apply for, acquire, vary or dispose of financial products in respect of superannuation limited to self-managed superannuation fund;

We are authorised to provide this service to retail and wholesale clients.

We provide the following SMSF Advisory Services:

  • Providing Advice on Setup & Administration of SMSFs to Trustees
  • Setup of SMSFs including construction of Trust Deeds, Death benefit
  • Nominations & Registering the SMSF as a Complying superannuation fund with the Australian Taxation Office
  • Setup of Pension Documents in relation to Pension Members within the SMSF
  • Assisting Trustees with Setup of Limited Recourse Borrowing Arrangements within an SMSF
  • Assisting Trustees with Rollovers of Benefits between SMSFs and external superannuation funds
  • Assisting Trustees with Death Benefit Payments, Insurance Claims and Wind ups of SMSFs
  • Advising Trustees on legislative changes within the Superannuation environment
  • Advising Individuals on CGT Retirement Concessions and assisting clients on CGT Retirement contributions to SMSFs including provision of advice and documentation.
  • Coaching Trustees & Professionals within the SMSF space on SIS legislative changes, interpretations of law and Product Advice.
  • Assisting with Transfer of Eligible Assets from Members to SMSFs either via contributions or direct purchase
  • Any other authorised Superannuation Advice
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SMSF Compliance:

  • Preparation of SMSF Financials Statements
  • Preparation of SMSF Annual Returns, Business Activity Statements, Transfer Balance Account Reports and other documentation for lodgment with the ATO
  • Attending to ATO Reviews and Audits for SMSFs
  • Calculation of Exempt Income and Obtaining Actuarial Certification on the same for Pension Liabilities
  • Submitting Financials & Income Tax Returns to Registered External Auditors and Obtaining Annual Audit Certificates for Trustees
  • Maintenance of Investment Registers & Historical Member Records
  • Accounting for Overseas Investments
  • Performing Annual Pension Calculations and preparing pension documentation.


Self Managed Super Funds

Chartered Accountants of Australia and New Zealand
Bizzaca & Buhari Chartered Accountants
ABN: 85 155 558 660
Bizzaca & Buhari Financial Services Pty Ltd
AFSL No.: 487986; ABN: 65 611 885 851
420 Bagot Rd
Subiaco
WA 6008
Tel: +61 8 9481 4444
Email: admin@bizzacabuhari.com.au