SMSF

Self Managed Superannuation Funds (SMSF)

The size of your firm is not a concern for us, our SMSF Outsourcing service packages cater to all kinds of Accounting and Financial Planning firms. Depending on your requirement, you can choose services ranging from Audit Only Solutions to daily Reconciled Accounts, ATO Lodgements and ASIC information update support.

For years, we have recognised the needs of Financial Planners and Accountants and learned that the needs of each business vary within their own respective areas. This is the reason why our system and service caters to all Accountants and Advisors.

We help you comply with your SMSF needs in a cost-effective way. Our outsource solution process is simple and effective; you do not have to worry about anything. Opting to use our SMSF solutions allows you and your team to focus on your own business, investment, and lifestyle goals. Without much thought, you can depend on us for compliance.

SMSF Outsourcing PACKAGES

Includes: SMSF Audit YEAR END WORK – YOU LODGE YEAR END WORK- WE LODGE SMSF ANNUAL – YOU LODGE SMSF ANNUAL – WE LODGE SMSF DAILY – YOU LODGE SMSF DAILY – WE LODGE
Package Number 1 2 3 4 5 6 7
INDEPENDENT AUDIT              
YEAR END ACCOUNTS & TAX RETURN              
TAX AGENT – LODGEMENTS              
DAILY ADMINISTRATION              

SMSF - Audit Only Service:

An annual independent audit is a compulsory process for all SMSF Trustees. We complete audits for Accountants and Advisors all over Australia. The process is simple, you need to upload your work-papers on to our portal, and we will make sure your audit is completed within 5 business days – subject to response to the query raised!

SMSF Annual - Administration Service and Audit:

This solution is popular among those Accounting Practices for whose SMSF trustees maintain hands-on approach while managing their investments and looking to their Accountant for strategic tax support. This result comprises of an extensive complete set of electronic paperwork, completely referenced to source documents and draft tax returns. Class Super, SuperMate, BGL 360, BGL Simple Fund, HandiSuper and APS Desktop Super are all included in the accounts that are prepared in the Accountant/Advisors selected/provided software.

If you’re looking to convert your existing software onto a new platform, our team does all the hard work for you. All you need to do is nominate the software platform you would like to change over to, and we will look after the rest.

You can choose between lodging of the Annual Tax Return – You lodge or We lodge!

SMSF Daily - The Ongoing SMSF Administration Solution:

This option provides the perfect solution for Accountants and Advisors who need an ongoing reconciliation of transactions, so as to monitor the progress of investment portfolios, pension payment, contribution limits and regular committed ongoing meetings with clients. You can also select for lodgement and preparation of Activity Statements and Annual Tax Return.

Other Services:

Corporate Secretarial Services – there is a small monthly fee, per company on our Desktop ASIC software or your ASIC platform that can be accessed with your ASIC DIS ID and password (we assist you in obtaining these credentials from ASIC).

 

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