For a low fixed fee we will handle all accounting and administration tasks for your SMSF.

 

When you’re providing an SMSF service to your clients there are ongoing administration needs required to ensure your client is completely covered in the long term. 

We offer a complete suite of compliance SMSF administration services to help your client achieve financial success and compliance with their funds. Choose exactly what your clients need and we’ll design a custom and ongoing plan for your clients.

Our Administration SMSF Services Include:

  • Monthly reconciliation of bank account and investments
  • Preparation of the annual Financial Statements
  • Maintaining investment records for Capital Gains purposes
  • Maintaining member accounts
  • Preparation & lodgement of BAS, IAS, PAYG and TBAR reports with the ATO along with income tax returns
  • Maintenance of pension accounts
  • Preparation of all minutes, declarations and regulatory documents in line with legislative requirements.
  • Preparation of the audit file for the fund to be presented to our auditor

We are also equipped to handle any complex issues such as:

  • LRBAs (Limited Recourse Borrowing Arrangements)
  • Fund Windup
  • Trustee and Membership changes
  • Compliance Breach rectifications

If you’re ready to expand your business by offering SMSF to your clients, give us a call on 1300 392 544 or get in touch online.

If you’re looking to have your self-managed super fund set up or managed directly, please check out our SMSF Direct Services