Super

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Superannuation

A small,

understanding

firm offering a

broad, all

encompassing

range of services

In a previous working life, Patrick O'Brien was a leading figure in the development of the modern Private Superannuation Fund or Self Managed Superannuation Fund ("SMSF"). This thorough understanding of the product allows OWM to provide clients with accurate, fool-proof advice.

OWM utilises the Sage HandiSoft software to prepare income tax returns and financial statements for SMSFs. In conjunction with specialist Actuaries, Lawyers and Auditors, OWM is able to offer SMSF clients a seamless service from establishment, through trustee education, financial statement preparation to final audit sign-off.

OWM can also offer a 'post-box' service for retail clients whereby we receive and record income advices, corporate action advices, and the like, to facilitate stress free administration and compliance activities.

Our services include:

Fund establishment

Administration services

Preparation of draft minutes

Income tax return preparation

Financial statements preparation

Trustee assistance and education

Liaison with the ATO

Assistance with rollovers

Liaison with Auditors

street 373 Brighton Road, Hove SA 5048

post PO Box 360, Hove, SA 5044

phone 08 8296 6266 fax 08 8296 6299

email info@obrienwealthmanagement.com