image-SMSFWe provide a range of Self Managed Super Fund management and administration services to assist you to grow your wealth.

We have a team of specialists committed to providing both the technical strategies required to maximise your superannuation benefits and the administration support to ensure ease of management of your Super Fund.

How We Do Business

Our service is aimed to work with the Trustees of the Super Fund to provide you with the level of support that you require. This may involve providing administration and compliance services, liaising with investment providers (including stock brokers, estate agents), or providing a total service of strategy, investment and compliance.

Establishment of your fund:

  • Fund Establishment
  • Fund Trust Deeds
  • Member Applications
  • Trustee Minutes / Resolutions

Annual Compliance Services:

  • Preparation of annual Financial Statements
  • Preparation of annual Income Tax and Regulatory Returns
  • Member Statements
  • Trustee Minutes / Resolutions
  • Annual financial & compliance audit

Portfolio Administration Services:

  • Processing of fund transactions
  • Reporting to fund trustees (Monthly, Quarterly, Annually)
  • Investment reporting (including Capital Gains Tax position)
  • Fund trustees maintain full control of bank account & investment decisions

Pension Services:

  • Our pension specialists can provide advice of all forms of pensions
  • Calculation of pension parameters
  • Liaise with consulting actuaries
  • Preparation of all ATO forms (including RBL forms, PAYG withholding registration and pension declarations)
  • Conversion of your fund from Accumulation to Pension phase

Superannuation Advisory Services:

  • Complying fund investments
  • Structuring of funds and pensions
  • Salary packaging
  • Redundancy packaging
  • Retirement structuring