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Holistic Services

MORE Superannuation provides a range of additional services to complement those in our Services Summary. If you do not see the service you require, and the service is related to self managed superannuation, please contact our office, chances are we do provide that service.
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Online Applications

At MORE Superannuation we believe that service application should be streamlined, logical, accessible and responsive. For this reason, we provide an online application process for all services via our purpose built SMSF portal.
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SMSF Portal

We recognise that the driver of informed self managed superannuation decision making is the accessibility of relevant, current and coherent financial information. The cornerstone of our service therefore, is the provision of online access to financial reports, correspondence, fund details, documents, status tracking, query flow, service application and much more...

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.

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).

Bare Trustee Establishment

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

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.

Fund Establishment

Service inclusions:
  • Trust deed;
  • Minutes of meetings;
  • Member application(s) (as applicable);
  • 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).

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

Actuarial Certificates

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

Technical & Strategic SIS Advice

Service inclusions:
  • Per consultation.

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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