SMSF Administration

Our SMSF administration service includes the following:

  • Electronic storage of SMSF records;
  • Maintenance of member components and preservation status;
  • Preparation of minutes and supporting documentation;
  • Preparation of lump sum, rollover, pension commencement & pension commutation documentation;
  • Calculation of allowable pension levels;
  • Optimisation of income tax obligations;
  • Preparation & submission of PAYG summaries & statements
  • Maintenance of capital gains tax records;
  • Provision of annual deed rule upgrades;
  • Facilitation of actuarial certificate and solvency certificate if applicable;
  • Publication of financial reports on the secure section of the website;
  • Publication of SMSF records on the secure section of the website;
  • Delivery of annual financial statements & financial report;
  • Maintenance of reserves;
  • Preparation of accounting & audit workpapers;
  • Lodgement of ongoing tax obligations (activity statements);
  • Preparation of SMSF annual return;
  • Lodgement of SMSF annual return;
  • Completion of compliance review and creation of compliance deficiency redress documentation;
  • Notification of compliance deficiencies.

(Note): SMSF external annual audit INCLUDED thus representing outstanding value!

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