SMSF Specialists
Unsure about your Superannuation?
Considering a self-managed super fund (SMSF)?
We are SMSF specialists who provide a comprehensive self-managed super fund accounting and administration service.
We handle the SMSF paperwork – tax returns, member contribution statements and annual audit –letting you manage the decisions.
We support you being the “self” in self-managed, by providing you with our SMSF specialist service.
We assist in all aspects of the fund’s administration, including the paperwork, reporting, support and compliance with super and tax laws. You will have direct contact with your account manager and advisor whenever you need it.
Client Benefits
As our client, you will benefit from the following key features of our service:
A fixed fee structure which incorporates the administration of pensions, the preparation of financial statements, tax returns and audit;
Annual tax return completed by 31 October (where information is supplied within a reasonable time to meet that deadline); and
The fund’s annual audit.
We pride ourselves in being SMSF specialists including all accounting, administration and advice.
If you have an existing SMSF, we can assist you to transfer your superannuation fund to our SMSF specialist service. Change the way you deal with your superannuation today.
Haven’t started a SMSF? We can help you.
We take care of the SMSF setup.