SMSF Solution For Trustees

SMSF Solution For Trustees 2019-07-10T14:55:08+10:00

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, HWT Tower
40 City Road
Southbank VIC 3006

T: 1800 064 959

New South Wales

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

Queensland

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