SMSF Administration
Maintaining your SMSF compliantly with you.
Establishing your Self-Managed Super Fund (SMSF) is just the first step in taking control of your superannuation.
An SMSF may be the solution for you, but you must comply with many complex rules.
Our SMSF specialist team is here to remove the compliance burden from you. We guide you through the management of your fund by providing administration, accounting, statutory and taxation support.
SOME OF THE WAYS WE CAN HELP YOU:
- Establishing your self-managed super fund (SMSF)*
- Ongoing tax compliance
- Superannuation, pension & contribution planning*
- Reconciliation of member balances and preparation of investment reports
- Preparation of annual report
- Assisting with winding up, rollovers and death benefit payouts
- Meeting statutory requirements and assisting trustees with decision making
- Annual audits with external independent quality SMSF auditors
*Any financial services advice will be provided by a licenced entity.
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