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!


Intellisolve Jigsaw Logo


The page you were looking for doesn't exist (404)


The page you were looking for doesn't exist.

You may have mistyped the address or the page may have moved.

Leave a Reply

Your email address will not be published. Required fields are marked *