Fund Administration & Support
We undertake all the administration work to ensure that your SMSF is compliant with relevant tax and superannuation laws. Most of all we aim to provide you with transparency, control, and peace of mind. In particular we will ensure that you have secure online access to view up-to-date investment and member balances (subject to conditions). Furthermore, you will have the ability to review contributions made and pensions drawn so that you can stay in control of your retirement savings.
Our self managed superannuation administration service includes:
- Fund establishment & wind-up
- Preparation of annual financial statements
- Preparation and lodgement of annual return
- Ongoing compliance documentation & procedures
- Preparation of PAYG payment summaries (if applicable)
- Preparation and lodgement of business & installment activity statements
- Retirement pension calculations and a yearly review
- Administration of benefit payments
- Organise and facilitate annual audit
We provide SMSF Administration to clients Australia wide.