Self-Managed Superannuation Fund (SMSF) Services

Taking control of your retirement savings through an SMSF offers significant flexibility, but it comes with rigorous regulatory responsibilities. Yan Financial provides the meticulous administrative and support required to keep your SMSF compliant and ready for you and your family future. 

From correct structuring to robust retirement strategy. Our experts assist with the everyday operation of your SMSF, including the management of investments and fund finance. We got your fund administration covered.

Preparation of the fund’s annual financial statements, member benefit statements, and the SMSF Annual Return (SAR).  

Seamless coordination and provision of workpapers to approved external SMSF auditors to ensure your fund meets its mandatory annual audit obligations without friction. 

Ready for your next step? At Yan Financial we help you from set up to tracking of minimum pension withdrawals and compliance reporting.