HOME / ADMINISTRATIVE SERICVES
Maximising business growth is essential, but excessive low-level admin tasks can drain your time and energy. By embracing SMSF administration services, you can effortlessly expand your team’s capacity, enhance efficiency, and reclaim precious time.
Our dedicated team handles the nitty-gritty of SMSF processing, ensuring seamless compliance and allowing you to focus on scaling your business. From setting up the Superfund to preparing the year-end Financial reports pack, our team will handle everything.
Trust Deed: Your SMSF must be governed by a trust deed, a legal document that outlines how your fund will operate.
Investment Strategy: Develop and regularly review a documented investment strategy that considers risk, diversification, and liquidity.
Separation of Assets: Ensure fund assets are kept separate from personal and business assets of members and trustees.
Annual Returns: Lodge an annual return with the ATO, detailing financial and compliance information.
Financial Statements: Prepare and audit annual financial statements by an approved SMSF auditor.
Member Statements: Provide annual statements to each member, detailing their benefits within the fund.
Account Setup: We handle the setup of SMSF accounts in your preferred software, ensuring a smooth start.
Ongoing Management: From daily administration to complex transactions, we manage all aspects of your SMSF.
Tax Returns: We process and lodge SMSF tax returns, ensuring timely and accurate submissions.
Accounting Reports: Our team prepares detailed SMSF accounting reports for you to review, providing clarity and transparency on your fund’s performance.
Annual Audit: Engage an independent SMSF auditor to review your fund’s compliance with superannuation laws.
Record Keeping: Maintain comprehensive records for a minimum of five to ten years, including minutes of trustee meetings.
SISA Compliance: Adhere to the Superannuation Industry (Supervision) Act and Regulations.
Contributions: Eligibility, Cap, and Tax deductibility.
Pension Payments: Eligibility, Cap, and Exempt Current Pension Income (ECPI).
Administration: Investment Strategy, Trustee minutes, and Working papers.
SMSF Health Check: Review of financials and documentation, identifying the issues or breach of legislation, recommendations on remedial action, and also assistance to trustees, ensuring future compliance.
BAS Services: Monthly/Quarterly bookkeeping and filing of Activity Statements.
