Prime Charter has specialist advisors who are able to provide advice to clients relating to the establishment and ongoing administration of Self Managed Superannuation Funds.

It is becoming increasingly common for clients to choose Self Managed Superannuation Funds as the vehicle for holding their superannuation investments, however in choosing this option trustees must ensure they meet the stringent legislative requirements relating to the operation of these funds.

Prime Charter advisors have the necessary knowledge, skill and experience to assist you in meeting these requirements. Our services include –

* Fund Establishment
* Assistance with Rollovers/Transfers
* Advice and assistance to ensure compliance with Superannuation Industry legislation
* Complete administration of your Superannuation or Pension Fund
* Maintenance of portfolio records
* Australian Tax Office responsibilities
* Financial and compliance Audit Obligation
* Transition to Retirement