We specialise in investment strategies and advice, financial planning, home and investment loans, superannuation, retirement planning, business loans and equipment finance, wealth tips and strategies for your financial security
 
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Self-Managed Super Funds

If you wish to control your own superannuation, then together we can design your own internal superannuation fund, tailor investments to meet your specific needs, and provide accounting, taxation and audit services for your fund.

SMSF Administration and Compliance
KLM can service all of your SMSF’s administrative needs, ensuring compliance with both the SIS regulations and Australian Taxation Office requirements. Some of our administrative services include:

New Fund Establishment
Variation of Existing SMSF Trust Deeds
Trustee Company Establishment
Pension Establishment
Lump Sum Payments
End of Year Accounting and financial reporting
Income Tax Services
Business Activity Statement and GST services

SMSF Strategies and Advice
We provide quality qualified advice to ensure all members achieve the maximum benefit from their SMSF. Whether it be advice on compliance issues, wealth creation or pension strategies, KLM continues to be your one stop shop for all you SMSF needs. Contact one of our SMSF specialists, they can get you on the right track today.

SMSF Audit Services
All SMSF’s must have an approved auditor appointed to audit the fund’s financial statements and compliance with the relevant superannuation legilsiation.

Neil Watson is a recognised SMSF auditor with many years experience in this area. Supported by a team of well trained and qualified audit staff, Neil can provide a timely and efficient audit service to ensure trustee’s adhere to their SMSF legislative requirements.

Whether you are a trustee looking for a complete SMSF solution, or an accountant searching for an independent audit service for your clients, please contact us to discuss how we can meet your needs.

   
 

 
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ABN 90 002 223 565 Australia.