Self Managed Superannuation Funds (SMSF)

A Self Managed Super Fund (SMSF) is a tailored wealth creation and succession vehicle for your family and can represent an effective tax investment structure.

We can assist in the administration of your fund by taking care of all of your end of year reporting requirements.

SMSF Administration

Our SMSF administration services include:

  • Preparation of annual financial statements and associated documentation
    including:

    – Statement of Financial Position
    – Operating Statement
    – Notes to the Financial Statements
    – Trustee Declaration
    – Statement of Taxable Income
    – Members Statements
    – Trustee Minutes
    – Various Investment Reports

  • Arranging the annual independent audit
  • Preparation and lodgment of the annual Tax Return
  • Preparation and lodgment of the Pay As You Go (PAYG) Statements (where applicable)
  • Preparation and lodgment of the Business Activity Statements (BAS) (where applicable)
  • Preparation and commencement of pension (where applicable)
  • Annual pension calculations (where applicable)
  • Organisation of an Actuarial Report (where applicable)
  • Updating Trust Deeds as required
  • Advisory service on administration and compliance issues to help you run your Fund efficiently and in accordance with applicable rules and regulations