SMSF Services
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Self-Managed Super Fund (SMSF) Services
- Take control of your super
- Expert support every step of the way
Running your own super fund can offer greater flexibility, control and investment choice – but it also comes with serious responsibilities.
That’s where we come in. From setup and administration to compliant and audits, we provide end-to-end SMSF support to help you stay compliance, reduce risk and maximise your retirement savings.
Whether you’re starting an SMSF or looking for help in managing an existing one, we tailor our services to your needs. Our SMSF specialists are accredited by the SMSF Association, and we stay informed and up-to-date on the latest regulations and legislation so you don’t have to.
Administration
Keep your fund running smoothly with professional administration services that cover:
- SMSF establishment and structure advice
- Trust Deed setup and registration
- Preparation of investment strategies and trustee minutes
- Annual accounts, benefit statements and financial reports
- Ongoing support for record keeping and reporting
Compliance
Compliance is a crucial part of SMSF management. We take care of:
- Managing tax and regulatory obligations
- Preparing fund accounts and lodging ATO returns
- Advising on contributions, withdrawls and pension strategies
- Liaising with the ATO on your behalf
Audit
SMSF audit requirements are increasingly complex and include:
- Fund asset valuation
- An annual audit of accounts
- Investment strategy reviews
- Preparation and lodgement of fund accounts
Auditors must have a sound knowledge of the auditing standards to keep abreast of the requirements of superannuation regulations and legislation. Our SMSF specialists understand the audit requirements and issues involved. With our efficient, timely and affordable auditing services, you can be sure of meeting your statutory auditing requirements.
Ready to confidently manage your SMSF?
An SMSF puts you in control; we help you manage the complexity.