SMSF Solution

Helping you manage your Self Managed Super Fund
Our single focus is on you; providing end-to-end, comprehensive specialist administration services

SMSF Solution 2018-11-14T16:45:45+00:00

About Us

We provide a tailored, comprehensive service that allows you to set and forget the complex administration and regular compliance requirements surrounding your Self Managed Super Fund (SMSF). We provide a cost-effective solution, freeing you from the worry of reporting and replacing the shoebox of receipts, supplier statements and compliance records with an easy-to understand dashboard that puts you back in control.

We pride ourselves on being a market leading specialist SMSF administrator and are renowned for service excellence utilising state-of-the-art technology to provide you complete, personalised SMSF administration with a high quality of strategic advice.

We make running an SMSF easy for Trustees, provide Financial Advisers with personalised service and specialist support and offer bespoke outsourced services to accounting firms. Find out more via the links below.

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Our Services

How can we help you?

Establishment of a Self Managed Super Fund (SMSF)

On receipt of a completed client engagement form, your Prime Client Manager will make a ‘welcome call’ to you or your Adviser to acknowledge receipt and establish the overall purpose for the fund.

We will then:

  • Prepare the SMSF trust deed and apply for the Australian Business Number and Tax File number on your behalf and register the fund for GST, if required
  • Prepare all minutes and resolutions required to establish the fund
  • Establish the Macquarie account on your behalf if you wish to use a Macquarie CMA
  • Provide you with a ‘Welcome Kit’ with all the necessary forms and documents for signing
  • Review documents on signing
  • Explain how to complete a rollover if you need assistance

Corporate Trustee Establishment

  • Facilitate preparation of a company constitution
  • Prepare all compliance documents including resolutions

Daily Administration

Where your fund receives direct data feeds from your cash account and investment platforms we will process them daily to provide you online reporting. If there are any items where we have missing information we will email to ask you to identify them.

Your fund will only stay up-to-date with your assistance in providing us with this information.

SMSF Health Check

Undertake a compliance review of your fund to ensure all important documents are up-to-date and relevant. Prepare any additional minutes which may be required from a compliance perspective.

Annual Accounting, Tax, Audit and Compliance

We will:

  • Store digital records of all SMSF documents during the year
  • Maintain member components and preservation status
  • Prepare minutes and supporting documentation
  • Prepare lump sum, rollover, pension commencement or commutation documents
  • Calculate and advise clients of min/max pensions available
  • Prepare BAS and IAS returns as required
  • Prepare and submit PAYG summaries and statements
  • Maintain cost base history of all investments
  • Facilitate actuarial certificate and solvency certificate if applicable
  • Deliver annual financial statements
  • Facilitate registration with QROPS status with HMRC
  • Attend to ongoing requirements with HMRC
  • Prepare year-end accounts and audit papers
  • Prepare and lodge the annual return
  • Facilitate the annual independent audit
  • Monitor SMSF Compliance with Superannuation Industry Legislation
  • Handle day-to-day query resolution

Pensions and Income Streams

We will:

  • Establish new Income Streams/Pensions
  • Manage commutation of Income Streams
  • Prepare lump sum withdrawal documentation
  • Prepare centrelink schedules
  • Prepare all associated pension compliance documents
  • Attend to ATO updates including TBAR
  • Calculate and maintain taxable/tax free components.

Get In Touch

Contact Us

Victoria

Level 17, Como Office Tower
644 Chapel Street
South Yarra, VIC 3141
T: 1800 064 959

New South Wales

Level 4
9 Castlereagh Street
Sydney, NSW 2000
T: 1800 064 959

Western Australia

Level 16, First Floor
100 Railway Road (Cnr Hay St)
Subiaco, WA 6008
T: 1800 064 959

Queensland

Level 2
127 Creek Street
Brisbane Qld 4000
T: 1800 064 959