Most people just want to get a car serviced once a year, but fail to see the benefits of routine maintenance on a regular basis, until they get an oil leak. Your time is valuable.
To allow you to have peace of mind with quality advice and service, our SMSF administration service provides the following:
Your fund will be processed on a monthly basis from daily data feeds by our onshore team.
Regularly monitored to identify potential tax and super strategies and or issues that are time sensitive.
Access to documents, forms, newsletters and fact sheets online.
Access to Class View, providing real time value of your SMSF and whole of wealth view.
Fee transparency with costs based on the number of assets held, plus set pricing for ancillary services.
Access to fact sheets and resources to help you manage your SMSF.
FULL ADMIN SERVICE
Access to a full administration service from establishment to wind up.
Registered Tax Agent to lodge your BAS/IAS and Annual Returns.
Partner with your choice of industry professional eg. Accountant, Financial Adviser, Solicitor etc.
What we offer
Traditionally a fund’s financial statements and income tax return are prepared on an annual basis which has satisfactorily met past compliance needs. With new superannuation changes which took effect on 1st July 2017, Trustees will need to manage their funds more closely to allow them to properly effect strategies on a timely basis and report certain events as required by the ATO as they occur (eg. Commencing or commuting a pension).
Relying on once a year processing may mean you miss opportunities to utilise a strategy specifically suited to your circumstances or fail to meet a compliance requirement.
Super Services achieves this with an accounting platform that uses electronic data feeds brought in from over 120 banks, stockbrokers, wraps, foreign markets, currencies and employer contributions, with automatic daily updates of dividends, dividend reinvestments, corporate actions, daily balance reconciliations of cash and holdings.
Experienced onshore administrators analyse transactions on a monthly basis to identify possible strategies available to members and act quickly on potential issues for the members and or fund.
Trustees can access our portal on their personal computer or smartphone app to view their:
- Current fund value
- Current and previous year contributions
- Fund performance
- Required and actual pension payments in a year
- Bank transactions
- Investment and accounting reports
Our service includes all ethical letters and collection of existing Fund documentation, prior year accounts etc. Once this documentation is received for each client, we will complete a document health check and review trust deeds, pensions and binding death benefit nominations and advise if any updates are required.
Super Services has a scale of fees based on the number of assets held by a fund at the start of a year with fixed fees for other ancillary services like Actuarial Certificates, Pension Commencement or Commutations, Rollover Documentation, Lump Sum Withdrawals, Trust Deed Updates etc.
Fees are paid on a monthly basis in the year of processing. Eg. 17-18 financial year will be billed monthly from July 2017 to June 2018. Ancillary services are invoiced when the service is provided. (eg. Pension Establishment or Commutation).
Get in Contact
If you want to know more about our services or have a general question, coming to visit or sending us something via post, you can find our contact details here.
To email us, complete and submit this form.
Phone: 07 3359 4833
Address: 924 Gympie Road, Chermside QLD 4032
PO Box 2079, Chermside Centre QLD 4032