SMSF Administration

The popularity of self-managed superannuation funds (SMSFs) has grown steadily in the last decade.

Why?

Because being able to take control of your own superannuation is attractive to many people. But understanding the regulated environment in which SMSFs operate can be a challenge.

At Taxplanners you will receive a complete end-to-end SMSF service. We will guide you through all your legal and accounting obligations.

Ongoing SMSF administration service

Our SMSF administration service includes the preparation of all financial statements, SMSF annual return and GST return, along with lodgement requirements associated with the compliance obligations.

We also help with the fund’s investment strategy, minutes of trustee meetings, fund audit and liaison with the Australian Taxation Office.

SMSF service includes:

1. Fixed fee for services provided.
2. Timely, accurate, and compliant financial reports
3. Preparation of financial statements and reports
4. Preparation and lodgement of income tax returns
5. Arranging an independent audit
6. Pension calculations
7. Actuarial certificate (if required)
8. Assistance with the preparation of all required minutes
9. Preparation of annual PAYG payment summary – (if under 60 years of age)
10. Business Activity Statements/Instalment Activity Statements
11. Mail house service
12. Maintenance of records of all fund investments including sales and purchases for capital gains tax purposes
13. Benefit payment processing compliance and ATO reporting

We also help with new fund establishments, including:

1. Trust deeds
2. Trustee consent forms and minutes
3. Member applications
4. Binding death nomination forms
5. Base Trusts
6. Declaration of Trust