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!
INTELLISOLVE – OPPORTUNITIES FOUND, PROBLEMS SOLVED!