Our Services
SMSF Setup
We offer administration services to facilitate SMSF establishment process, including ABN and TFN application if required. We can help you obtain all the required documentation and guide you through the process step by step to ensure its legal compliance.
Administration & EOFY Compliance
We take care of your day-to-day accounting and administration tasks, including monitoring contribution caps and pension minimum (and maximum where applicable) payment limits. We attend to end of financial year compliance work including full set of financial statements, tax return and arranging an independent annual audit.
Consulting Services
We provide regulation and tax related factual information and technical support to help you keep up with legislation changes and meet compliance requirements. We work closely with trustees, financial advisers, accountants, and auditors to clarify issues and solve problems.
Document Services
We can help source legal documents and assist with the following on an execution-only basis:
- Trust deed upgrade
- Pension documentation
- Limited recourse borrowing arrangement (LRBA)
Our Clients
Advisers & Accountants
Regardless of the size or stage of your SMSF business, we can assist in growing, expanding or maintaining it as your back office and technical support. Outsourcing your SMSF administration to us frees up your time to better focus on your core business activities. We also provide legislation and tax related factual information to help you resolve issues you may have with your SMSF clients.
No matter whether your funds are new or established, we can either use your SMSF software to complete the work or transfer them to our software with no transfer fees.
SMSF Trustees
Running an SMSF is not easy. It requires significant time and resources to comply with obligations and requirements on top of achieving the financial goals. With increased complexity of superannuation laws especially over the past few years, it can be quite overwhelming for someone even with finance or accounting background to cope with everything alone. Sometimes a small overlooked aspect can lead to serious compliance consequences.
With our extensive experience and vast network of professionals in SMSF industry, we are able to help you manage your fund more efficiently and successfully. From initial setup to day-to-day administration and EOFY compliance work, our professional team will take care of it for you. We stay up to date in SMSF legislation changes and are always happy to share our views on any questions you may have.