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OUR SERVICES

Accountant
For Accountants

Taking care of all the SMSF administration and back-office needs at an unbeatable price.

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Financial Planners

A vital opportunity for all financial planners to add SMSF's compliance in their services list.

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Individuals

Personalised care for all your SMSF accounting and administration needs. Taking all the stress away from you. 

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HOW WE CAN HELP?

  • Establishment of the SMSF Trust deed along with all other relevant documents like application of membership, trustee consent, ATO trustee declaration, ABN and TFN application with ATO.

  • Day to day administration with completing all the bookkeeping and allocating transactions.

  • Acquiring the actuarial certificate- Required if the SMSF balance is in Accumulation and in Pension.

  • Documentation required in winding up the superfund, removing trustee or in appointing a new trustee.

  • Preparation of the Annual accounts including Statement of Financial position, Operating statement, Members statements, Annual Tax Returns along with conducting the Independent Audit.

  • Establishing pension, Lum sump, commutation of pension & rollover documents.

  • Establishing Bare Trust, services linked to limited recourse borrowing arrangements & preparing minutes of the meetings.

  • Updating trust deed if it is required.

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