Depending on your needs, our SMSF administration service can include the following:

• Electronic storage of various 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;
• Facilitation of actuarial certificate and solvency certificate if applicable;
• Delivery of annual financial statements & financial report;
• 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!