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We provide the following (but not limited to), SMSF administration services.
Establishment
of a new SMSF
We manage the complete setup process including:
-
Corporate/Individual Trustee establishment
-
Trust Deed
-
Tax File Number Application
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Australian Business Number Application
-
Compliance Certificate
-
Minutes, Membership Application Forms and Member
Advice Notices
-
Binding Death Nominations
-
Bank account application if required
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Rollover Documentation assistance
Bare
Trust Establishment (Borrowing in Super)
-
The
Custodian Trust (also sometimes called a Bare Trust).
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Establishing
a company to act as trustee of the Custodian Trust
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Updating
the Super Fund Trust Deed (if required)
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Updating
the Fund’s Investment Strategy (if required)

Annual
Ongoing Administration
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Preparation
and lodgment of financial accounts and tax return
-
Independent
Audit
-
Pension
Establishments
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BAS/IAS
preparation and lodgment
-
Member
statements
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PAYG
Group certificate preparation
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Annual
PAYG reconciliation preparation and lodgment
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Annual
Pension Statements and calculations
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Actuarial
Certificates
Estate
Planning Documentation
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Binding
Death Nominations
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Company
Constitution upgrade
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Trust
Deed upgrade
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Change
of trustee
-
Pension
Commutation and restart
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