Services We Provide

Self Managed Super Funds

SMSF Advisory Services

Bizzaca & Buhari Financial Services Pty Ltd is a Limited Australian Financials Services Licence Holder AFSL No 487986.

Mehernosh Noshir Buhariwalla (Nosh Buhari) is an Authorised Representative and Advisor for Bizzaca & Buhari Financial Services Pty Ltd AR No 001264737

Please visit the ASIC Financial Adviser Register to view further details:

ASIC Register
+61 (8) 9481 4444

This licence authorises us to carry on a financial services business to provide financial product advice for the following classes of financial products:

Superannuation limited to self-managed superannuation fund; a person s existing holding in a superannuation product but only to the extent required for making a recommendation that the person establish a self-managed superannuation fund; and providing advice to the person on contributions or pensions under a superannuation product;

Arranging for another person to apply for, acquire, vary or dispose of financial products in respect of superannuation limited to self-managed superannuation fund

Provide class of financial product advice for the following classes of financial products: Deposit and payment products limited to basic deposit products, general insurance products, life products limited to: Life risk insurance products, simple managed investment schemes, securities and superannuation

Deal in a financial product by arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products – Superannuation limited to self-managed superannuation fund.

SMSF advisory services (retail and wholesale clients)

  • Providing Advice on Setup & Administration of SMSFs to Trustees.
  • Setup of SMSFs including construction of Trust Deeds, Death benefit.
  • Nominations & Registering the SMSF as a Complying superannuation fund with the Australian Taxation Office.
  • Setup of Pension Documents in relation to Pension Members within the SMSF.
  • Assisting Trustees with Setup of Limited Recourse Borrowing Arrangements within an SMSF.
  • Assisting Trustees with Rollovers of Benefits between SMSFs and external superannuation funds.
  • Any other authorised Superannuation Advice.
  • Converting small APRA funds to self managed superannuation funds.
  • Assisting Trustees with Death Benefit Payments, Insurance Claims and Wind ups of SMSFs.
  • Advising Trustees on legislative changes within the Superannuation environment.
  • Advising Individuals on CGT Retirement Concessions and assisting clients on CGT Retirement contributions to SMSFs including provision of advice and documentation.
  • Coaching Trustees & Professionals within the SMSF space on SIS legislative changes, interpretations of law and Product Advice.
  • Assisting with Transfer of Eligible Assets from Members to SMSFs either via contributions or direct purchase.

SMSF Compliance

Preparation of SMSF Financials Statements

Performing Annual Pension Calculations and preparing pension documentation.

Preparation of SMSF Annual Returns, Business Activity Statements, Transfer Balance Account Reports and other documentation for lodgment with the ATO

Submitting Financials & Income Tax Returns to Registered External Auditors and Obtaining Annual Audit Certificates for Trustees

Attending to ATO Reviews and Audits for SMSFs

Maintenance of Investment Registers & Historical Member Records

Calculation of Exempt Income and Obtaining Actuarial Certification on the same for Pension Liabilities

Accounting for Overseas Investments