SMSF Services

Our Administration Service has two parts to it designed to provide a total package solution to your SMSF needs and simplify the tsaks in running your Super Fund

SMSF Admin

  • Preparation of financial statements and lodgement of the annual SMSF returns
  • Facilitation of the annual independent audit by one of Australia‚Äôs largest and most respected SMSF auditors
  • Expert technical support from a qualified, experienced, and Australian-based team (no overseas outsourcing)
  • Online reporting available 24/7 and updated daily

SMSF Compliance and Monitoring

  • Maintenance of all SMSF permanent records and preparation of all necessary minutes, notifications and declarations
  • Mail house services, if you wish our PO BOX can be utilised as central collection point for account material which will then be scanned and emailed to you
  • Complete flexibility around the accounts, investments and platforms you choose
  • Access for the establishment of bare trusts, and SMSF deed upgrades