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What our clients say

We absolutely value the service and advice provided by the Boyce team. They have the experience to really understand our business and goals and are pr...
Gary O’Sullivan | Principal, Blueleaf Consulting 
 
Julie Schofield is a Director of Boyce Financial Services
Pty Ltd as Trustee for Boyce Financial Services Unit Trust
(AFSL 522265).  

 

Superannuation Services

Superannuation is the preferred tax effective legal structure in which to save and acquire assets to fund retirement and later, transfer remaining assets to your beneficiaries.

There are many reasons why establishing a Self-Managed Superannuation Fund (SMSF) may be right for you including affording you greater control of where and how your money is invested, greater flexibility in terms of the types of investments your fund can hold, asset protection and integrated tax planning.   

Boyce Chartered Accountants is a leader in the provision of SMSF services.

Our experienced Super team led by Director Julie Schofield provide professional and cost-effective compliance, accounting and taxation services to more than 500 SMSF clients. 

We can assist you with:

  • SMSF establishment, compliance and annual audit
  • Contribution and benefit planning and calculations *
  • SMSF asset and investment compliance advice *
  • GST within a SMSF
  • Death benefit calculations and advice
  • Annual review meeting
  • Advice regarding trustee responsibilities

Our Super team work closely with the firm’s financial advisory business - Boyce Financial Services (BFS) - to offer clients an optional investment reporting service to track and monitor progress of your SMSF investment portfolio and maintain investment records.

To discuss setting up a Self-Managed Super Fund or how the Boyce Super Team may be able to assist you contact: 

Julie Schofield 
Director | Boyce Cooma
P: 02 6452 3344
E: jschofield@boyceca.com