SMSF Accounting & Administration

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Bare Trust Establishment

  • Bare trust deed
  • Minutes of meetings
  • Compliance documentation
  • Loan documentation
  • Signing package

Bare Trustee Establishment

  • Company constitution
  • Certification of registration
  • Company compliance documentation
  • Resolutions
  • Signing package

Actuarial Certificates

  • Tax exemption certificate
  • Year end adequacy report (as applicable)

Technical and Strategic SIS Advice

  • Per consultation

End-to-end solution

A complete wholesale solution for your SMSF clients.
Offering efficiency, simplicity, choice and flexibility whilst bolstering your margins.

Pension Establishment and Commutation
SMSF Education
Borrowing Trust
Accounting and Tax
SMSF Establishment
Audit and Compliance
Compliance Advice
Corporate Secretarial
SMSF Restructure
Corporate Trustee Establishment

Build better margins in your planning and accounting practice

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