We can provide your SMSF with the required skills and expertise including the establishment of the SMSF, preparation of the financial statements, administration, and audit.
Our core focus is the solid long-term relationships we build with our clients which enables us to fully understand their changing needs over time and customise pro-active solutions along the journey together.
SMSF Establishment
With the collaboration of a financial planner, let us take care of creating your most valuable investment structure. Once we have established your Self-Managed Superfund, you will be provided with your Trust Deed, as well as all other associated documentation. On top of this, we will set-up your Corporate Trustee, apply and set up a Macquarie Cash Management Account, as well as send your rollover requests to your existing superfunds.
SMSF Administration
Our annual administration service ensures your Self-Managed Superfund remains ATO compliant and our goal is to minimise your SMSF taxes.
We will produce your SMSF statutory accounting reports – Operating Statement, Statement of Financial Position, as well as Member Statements. We will arrange for the audit of your fund and will prepare and lodge the Income Tax Return with the ATO. We will also do an annual review of your SMSF investment strategy as diversification is one of the key foundations of a strong investment portfolio.
In addition, for the funds that have a Corporate Trustee, we will review your annual ASIC Company Statement, as well as prepare the solvency declarations which are required under the Corporations Act 2001.
With our vast business connections, we are able to put you in contact with financial planners, auditors, mortgage brokers, as well as lawyers.