SMSF Solution For Trustees

SMSF Solution For Trustees 2019-02-20T08:57:17+11:00

A one-stop shop for SMSF establishment, administration, compliance, taxation and strategic advice.

Provides 24/7 access to your SMSF information through easy-to-use software via mobile, tablet or PC

Fixed Fee structure is calculated in advance providing complete transparency over your SMSF administration costs

Australian-based SMSF Accredited Specialist partnering with you all the way

Trustee Services

We provide a comprehensive service so you can set and forget the administration of your SMSF!

  • We provide an SMSF Accredited Specialist to partner with you and assist you in all matters relating to your SMSF.
  • We reconcile your fund daily providing you access anywhere, anytime to your SMSF specialist reports
  • We monitor contributions and pensions daily, ensuring you satisfy annual compliance requirements
  • We handle your fund’s compliance including the preparation of various adhoc minutes and answering day-to-day questions about ‘how-to’ run your SMSF
  • We handle all year-end reporting obligations, preparation of the annual return and financial statements
  • We appoint and liaise with independent external Auditors to facilitate the annual audit
  • As SMSF Specialists, we can provide strategic advice if and when you need it

Get In Touch

Contact Us

Victoria

Level 17, Como Office Towers
644 Chapel Street
PO Box 6105
South Yarra, VIC 3141
T: 1800 064 959

New South Wales

Level 4
8 Spring Street
Sydney, NSW 2000
T: 1800 064 959

Western Australia

Unit 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