Retirement & Wealth Management Services

Self Managed Superannuation Fund (SMSF) Compliance

CHN Herold Ross provides a specialist service to the trustees of SMSFs which encompasses the management and maintenance of the fund, including statutory accounting, auditing, taxation and compliance with Superannuation Industry (Supervision) Act and Regulations (SISA & SISR).

Services include:

  • Assisting with queries regarding the fund’s obligations and administration of investments
  • Recording of all relevant accounting entries and attendance to BAS obligations
  • Attendance to taxation compliance, monitoring of contribution limits and pension minimums
  • Preparing the financial statements, trustee minutes, pension calculations and elections
  • Preparation and lodgement of the fund’s Annual Return with the Australian Taxation Office

Financial Planning & Personal Risk

CHN Herold Ross utilizes its strategic alliance with The Investment Collective, a financial planning practice based in Camberwell, to provide a full suite of wealth management services to our clients.

Services include:

  • Strategic retirement and pre-retirement advice
  • Superannuation advice
  • Estate planning advice
  • Investment advice
  • Wealth protection & personal risk advice
  • Personal Insurance
  • Financial risk tolerance profiling
  • Ongoing portfolio reviews