Simple SMSF Administration

$202 per month or $2420 pa including GST

Free transfer from your existing provider.

This service provides you with the peace of mind that Your Super Solutions will manage the administration and compliance of your SMSF with complete accuracy and efficiency.  This service includes:

  • Preparation of BAS/IAS if required
  • Preparation and lodgment of the fund's annual income tax and regulatory return.
  • The preparation of the financial statements for the fund each year.
  • Preparation of all necessary minutes of meetings, at year's end and when required during the year.
  • Maintenance of a listing of assets for the fund.
  • The audit of the fund each year by an approved auditor.
  • Assistance in the implementation of strategies recommended to you by your financial advisors, such as salary sacrifice & non-concessional contribution strategies.
  • A Superannuation Support Manager who is a qualified accountant, assigned to you to assist with all of the above. Our personal service to you means we encourage contact via email, phone and/or face-to-face. Your account manager can be contacted whenever needed without any additional fees being charged.
  • Banking flexibility, which means there are no restrictions on which bank you choose for your fund.
  • Investment flexibility. You can continue to control, manage and direct your superannuation fund investments.

In addition, we will provide an initial fund Health Check, aimed at identifying key issues that may need to be addressed. If required, we can develop an action plan to correct any issues, to ensure compliance with an ATO audit. If this is required, we will provide a one-off costing to you before commencing the work.

If you are utilising our SMSF investment services, our SMSF Specialist Advisor, Adam Passwell, can provide investment and estate planning recommendations that relate to your SMSF circumstances.

If you would like further information about this service, please complete this contact form which will be sent to Juanita Sharp, or call her on 1300 389 839.

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