Self-Managed Super Fund (SMSF)
Administration
We offer meticulous SMSF administration services. One of the biggest risks when it comes to self managed super fund investments is to have partial knowledge of the statutory requirements. Unlike life, common sense cannot be the guidance to the legal requirement. A seemingly trivial matter overlooked can be the factor to trigger a non compliance outcome which can result in an adverse outcome and financial losses due to high penalties and taxes. Being a highly experienced and knowledgeable SMSF adviser, we establish administrative systems that cover all regulatory requirements.
Trust Deed
The SMSF Trust Deed is the foundation base and has to be established correctly. A SMSF with a complex structure in investment strategies needs a top quality Trust Deed that ensures that the fund will not face a negative outcome. On the other hand, a simple fund may just require a simple Trust Deed which will reduce the costs. When we assess the required Deed, we take into consideration the complexity of the fund structure investment and match the Trust Deed to it. (SMSF can always update the Trust Deed if needed.)
Pension
One of the main purposes of a super fund is to provide retirement benefit which can be paid in the way of a pension. Our services will include establishing the pension when required.
Accounting – Tax Return and Statutory Requirements
Our inclusive service package includes all the accounting, tax return and statutory requirements of your SMSF.
Charges
Our charges will depend on the complexity of work.
Contact us for a quote.
Advantages of Small APRA Funds (SAFs) compared to Self-Managed Super Funds (SMSFs):
Reduced administrative burden: Professional trustee: SAFs have a professional licensed trustee company handle all administrative and compliance tasks, saving you time and effort. This frees you from needing to understand and keep up with complex legislation. Simpler...
Navigating Financial Transitions: The Winding SMSF Journey
The Thompsons found themselves at a crossroads, initiating the winding process of their Self-Managed Superannuation Fund (SMSF). Little did they anticipate the intricacies that lay ahead as they embarked on this transformative journey. Winding SMSF is a delicate task,...
