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

ANCILLARY SERVICES