Adviser services
We provide comprehensive SMSF administration and compliance (documentation/ accounting/ taxation/ audit) services to assist financial advisers with their clients' SMSF - leaving you and your firm with more time to focus on managing the SMSF's investments.
We are SMSF accountants. We do not provide financial services. We do not provide investment services; nor do we provide financial planning or financial advisory services.
Contact us if you want to have us set-up a SMSF for your client, or transfer your client's SMSF to our administration and compliance service.
Set-up new SMSF
- Trust deed
- Corporate trustee, if instructed
- Trustee resolution to set-up SMSF
- Trustee declaration
- Membership application
- Non-lapsing binding death benefits nomination form
- Pro-forma investment strategy
- Apply for ABN and TFN
- Electronic Service Address (ESA)1
Get Set-up new SMSF form
Other SMSF services
- SMSF structure, such as changes to trusteee/ corporate trustee
- Trust deed update
- Limited recourse borrowing arrangement documentation - Get form
- Winding up SMSF
1 Electronic Service Address (ESA) is set up and provided when Superannuation Accounting Services is providing ongoing SMSF services.
SMSF admin tax audit
- Annual financial statements and tax return preparation and lodgement
- Audit by an external independent auditor
- ASIC agent for attending to ASIC annual review, if corporate trustee - where requested
- Ongoing admin and accounting of transactions
- Monitor contributions and income stream minimum/ maximum, and notify of compliance issues
- Business activity statement preparation
- Prepare PAYG payment summary - income stream/ lump sum, as required
- Event-based reporting, as required (Transfer balance cap account report)
- Documentation, such as pension set up and documentation
- Manage communication and correspondence with ATO
- Secure online access - adviser access and trustee access
- Electronic Service Address (ESA)
Get SMSF admin tax audit service form
If you are looking at changing SMSF administrator for your clients' SMSF, talk to us about transitional support to ensure a smooth transition to our services.
