Services tailored to meet your needs

We have solutions for all-things SMSF.

Our Expert SMSF Solutions

SMSF Establishments >

Set up your Self-Managed Super Fund with ease through our expert services.

SMSF Establishments

Our SMSF establishment service ensures the highest quality service when establishing your Fund. This service may include the provision of:

• SMSF Trust Deed
• Documentation to appoint Trustees & Fund members
• ATO Trustee Declarations
• Application process to the ATO to obtain a TFN & ABN for your SMSF
• Company Constitution & relevant documents (where a Corporate Trustee is instructed to be established)

ASIC Tax Agent Services >

Ensure seamless communication and compliance with ASIC on your behalf.

ASIC Tax Agent Services

This service offers to liaise with ASIC on your behalf for all matters relating to companies associated with your SMSF. We may assist in matters including:

• Receipt and provision of the annual company review statement and invoice issued by ASIC
• Provision of Solvency resolution included with the annual company review package
• Lodgment of forms with ASIC on your behalf as required
• Assistance with registration and de-registration process of companies associated with your SMSF as required

SMSF Administration >

We simplify SMSFs by preparing financial statements, tax returns and lodgements.

SMSF Administration

This core service involves the preparation of accounts to complete the SMSF Financial Statements & Tax Return on an annual basis. Our services include:

• Processing of accounts annual basis
• Preparation of annual SMSF Financial Statements & Tax Return
• Lodgement of Tax Return with the Australian Taxation Office (ATO)
• Annual Compliance ‘health-check’ review
• Lodgment of Transfer Balance Account Reports (TBARs) as required
• Additional services as required periodically

Activity Statement Preparation >

Prepare and lodge accurate BAS and IAS forms to stay on top of your obligations.

Activity Statement Preparation

This service offers assistance with managing your SMSF tax registration requirements ensuring satisfication of ATO requirements. We may assist with the following:

• Preparation of activity statements including BAS, IAS, PAYG Instalment notices
• Processing & reconciliation of GST-inclusive transactions for BAS notices
• Electronic lodgment of activity statements upon receipt of signed Electronic Lodgment Declaration
• Managing Tax Registrations as required

SMSF Compliance Review >

Keep your Self-Managed Super Fund fully compliant with a thorough review process.

SMSF Compliance Review

We undertake a comprehensive assessment of your SMSF to notify Trustees of compliance requirements. Examples of our checklist items includes:

• Annual pension review and checks on minimum pension drawdown requirements
• Notifying Trustees of lodgement obligations and deadlines
• Liasion with your SMSF Auditor on compliance matters
• Notifying Trustees when property revaluations are due
• Other considerations tailored to your SMSF

Centrelink Assistance >

Get accurate figures to assist with Centrelink obligations and reporting requirements.

Centrelink Assistance

We understand that obtaining figures to prepare ongoing Centrelink forms can be a headache. We can assist with easing this process to providing accurate figures for your SMSF including:

• Provision of figures to assist with completion of Centrelink documents including renewal forms & letters
• Notifying members of Relevant Numbers, partial pension commutations and minimum pension drawdown requirements
• Adhoc assistance pertaining to ongoing Centrelink obligations