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CORE SERVICES

Administration & Audit
MORE Superannuation can administer & audit all SMSF structures, including:
  • Accumulation Funds;
  • Pension Funds;
  • Hybrid Funds;
  • Defined Benefit Funds; and
  • Segregated Investment Funds.

Service inclusions:

  • 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 (where client is not a tax agent)
  • 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 (where client is not a tax agent);
  • Completion of compliance review and creation of compliance deficiency redress documentation;
  • Notification of compliance deficiencies; and,
  • Completion of audit report.

BENEFIT SERVICES

MORE Superannuation can prepare documentation to reflect the commencement or commutation of the following types of pensions:

  • Non-reversionary account based pension;
  • Reversionary account based pension;
  • Non-reversionary transition to retirement account based pension;
  • Reversionary transition to retirement account based pension;
  • Non-reversionary term allocated pension; and,
  • Reversionary term allocated pension.

Pension Establishment & Commutation

Service inclusions:

  • Member notifications;
  • Trustee notifications;
  • Minutes of meetings;
  • Pension min & max (as applicable) calculations;
  • Tax free and taxable proportion calculations; and,
  • ATO registrations & documentation (as applicable).

Lump Sum Documentation

Service inclusions:

  • Member notifications;
  • Trustee notifications;
  • Minutes of meetings;
  • Pension min & max (as applicable) calculations;
  • Tax free and taxable proportion calculations; and,
  • ATO registrations & documentation (as applicable).

DEED SERVICES

Fund Establishment

Service inclusions:

  • Trust deed;
  • Minutes of meetings;
  • Member application(s);
  • Consent(s) to act;
  • ATO trustee declaration(s);
  • SMSF life long compliance documentation;
  • Pro-forma investment strategy;
  • Signing package;
  • TFN & ABN registration; and,
  • GST registration (as applicable).

Trust Deed Upgrades & Amendments

Service inclusions:

  • Trust deed;
  • Minutes of meetings;
  • Member application(s) (as applicable);
  • Consent(s) to act (as applicable);
  • ATO trustee declaration(s) (as applicable);
  • SMSF life long compliance documentation; and,
  • Signing package.

Corporate Trustee Establishment

Service inclusions:

  • Company constitution;
  • Certification of registration;
  • Company compliance documentation;
  • Resolutions; and,
  • Signing package

Corporate Trustee Upgrades

Service inclusions:

  • Company constitution;
  • Company compliance documentation;
  • Resolutions; and,
  • Signing package

ANCILLARY SERVICES

Technical & Strategic SIS Advice

Service inclusions:

  • Per consultation.

Bare Trust Establishment

Service inclusions:

  • Bare trust deed;
  • Minutes of meetings;
  • Compliance documentation;
  • Loan documentation; and,
  • Signing package.

Bare Trustee Establishment

Service inclusions:

  • Company constitution;
  • Certification of registration;
  • Company compliance documentation;
  • Resolutions; and,
  • Signing package.

Actuarial Certificates

Service inclusions:

  • Tax exemption certificate; and,
  • Year End Adequacy Report (as applicable).

Service suite

A full suite of services to bolster your SMSF client offering.


ICON

Core Services

Accounting
Tax
Compliance
Audit
ICON

Deed Services

Fund Establishment
Trust Deed Upgrades
Trust Deed Amendments
Corporate Trustee Establishment
Corporate Trustee Upgrades
ICON

Benefit Services

Pension Establishment
Pension Commutation
Lump Sum Documentation
ICON

Ancillary Services

Technical & Strategic SIS Advice
Bare Trust Establishment
Bare Trustee Establishment
Actuarial Certificates
SMSF Eduction

Expect MORE


200

200+ ACCOUNTING & FINANCIAL
PLANNINGS FIRMS ACTIVELY ENGAGED

5,000

5,000+ SMSF's ADMINISTERED

12

12+ YEARS OPERATING

80

80+ HIGHLY SKILLED TEAM MEMBERS

50

50+ SMSF's CREATED EACH MONTH

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