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

• Australian Business Number Application

• Compliance Certificate

• Minutes, Membership Application Forms and Member Advice Notices

• Binding Death Nominations

• Bank account application if required

• Rollover Documentation assistance

Bare Trust Establishment (Borrowing in Super) 

• The Custodian Trust (also sometimes called a Bare Trust).

• Establishing a company to act as trustee of the Custodian Trust

• Updating the Super Fund Trust Deed (if required)

• Updating the Fund’s Investment Strategy (if required)

Annual Ongoing Administration 

• Preparation and lodgment of financial accounts and tax return

• Independent Audit

• Pension Establishments

• BAS/IAS preparation and lodgment

• Member statements

• PAYG Group certificate preparation

• Annual PAYG reconciliation preparation and lodgment

• Annual Pension Statements and calculations

• Actuarial Certificates

Estate Planning Documentation 

• Binding Death Nominations

• Company Constitution upgrade

• Trust Deed upgrade

• Change of trustee

• Pension Commutation and restart