Our administration focus is on the regulatory responsibilities of running a SMSF. Therefore, we provide all of the services, advice and documentation you need to meet these responsibilities.

Furthermore, we reconcile your data and investment holdings daily. And because our systems provide you login access, your essential superannuation information is always at your fingertips – contributions, drawings, portfolio holdings and performance.

Standard package:

Preparation & lodgement of:
–  annual financial accounts
–  member statements
–  tax return
–  GST return
–  BAS return
–  rollover and lump sum forms
–  minutes of trustee & member meetings
 

Arrange:

–  an independent audit of financial statements
–  actuarial certificates where required
–  rollovers from other super funds

Management of ATO tax accounts:

–  income tax
–  integrated tax
–  section 293 contributions surcharge
–  excess contributions
 

Provide reports on:

–  contribution limits and contributions made
–  pension drawing limits and pensions drawn
–  Centrelink/DVA income streams

Act as the SMSF mail house

Additional package:

• Appointment as ASIC agent for corporate registry lodgements
• Arranging documentation for:
• Pension Agreements
• Binding Death Nominations
• Off market transfer of fund assets