Once you’ve been through a smooth SMSF setup, your fund has a range of standard annual administration tasks. Our team takes the hassle out of super fund administration with seamless management to keep your paperwork to a minimum.
As registered tax agents, we take care of:
annual trustee financial statements and reports
annual member benefit statements
arranging annual independent audits
your income tax and regulatory return preparation and lodgement
accounting and taxation services to stay a complying fund
business activity statements
pension and actuarial calculations
When we administer your SMSF, your fund records are updated every month. This means the trustees providing access to:
bank statements for your fund
To keep it simple, you can list us as your fund mailing address. This means seamless administration, no hassle, and prompt action on issues or opportunities. You have the peace of mind of knowing any cheques received are banked the same day, and we’ll forward all your fund mailto you once a month. Simple.
Whatever you save now on managing your super means more money in the bank, and gets you a step closer to the life you want in the future. Ongoing administration costs start from $1,770 per year (including GST) plus $489.50 audit fee.
Setting up a pension from your SMSF is simple when you work with a specialist SMSF advisor. We’ll take care of the paperwork for as little as $242 per pension.