Consultancy Services

At Centric Accountants, we offer extensive support and consultancy services for SMSF trustees to ensure your fund remains compliant and performs at its best. Our services include:

• SMSF Trust Deed Review: Superannuation laws are constantly evolving, and it’s important to ensure your SMSF stays compliant. Our experts regularly review your SMSF Trust Deed and provide written compliance reports to keep you updated.
• SMSF Trust Deed Amendment Service: Life changes and investment strategies evolve. We can help amend your SMSF Trust Deed to cater to these changes, ensuring everything is carried out legally and smoothly.
• SMSF Benefit Payment Service: When a member of your SMSF is ready to retire or make a withdrawal, we manage their benefit payments, whether as a lump sum or pension, in accordance with the fund’s conditions of release.
• Additional SMSF Consulting: If your SMSF requires specific strategies, compliance rectifications, or other specialist considerations, we offer tailored advice to guide you through the complexities of SMSF management.