CORE SERVICES
Administration and Audit- Accumulation funds
- Pension funds
- Hybrid funds
- Defined benefit funds
- Segregated investment funds
- 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 and pension commutation documentation
- Calculation of allowable pension levels
- Optimisation of income tax obligations
- Preparation and submission of PAYG summaries and 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 and financial reports
- Maintenance of reserves
- Preparation of accounting and audit workpapers
- Lodgement of ongoing tax obligations (activity statements)
- Preparation of SMSF annual returns
- Lodgement of SMSF annual returns (where client is not a tax agent)
- Completion of compliance review and creation of compliance deficiency redress documentation
- Notification of compliance deficiencies
- Completion of audit reports
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
Establishment
Accounting and Tax
SMSF Establishment
Audit and Compliance
Compliance Advice
Corporate Secretarial
SMSF Restructure
