SMSF Administration

Includes all of your basic SMSF reporting requirements

• Details:
• Annual Financial Statements
• Tax Return Lodgment
• Investment Tracking & Performance
• Member Statements & Balances
• Pension Account Administration
• *Fees will vary based on investment structures and fund complexity, we can provide a quote based on your individual circumstances on request.

Pension Documentation

• Details:
• Review of trust deed
• Preparation of member request letter
• Trustee minutes
• Minimum/maximum pension estimates for the year of commencement

Annual Audit

We arrange the annual audit through a third-party auditor to meet the statutory requirements for your Self Managed Super Fund

• Details:
• *Audit fees determined by third-party auditor and therefore are subject to their discretion and will vary based on fund complexity and whether there are any compliance breaches.

Lump Sum Withdrawal Documentation

• Details:
• Review of trust deed
• Preparation of member request letter
• Trustee minutes
• Lodgment of PAYG Payment Summaries with the ATO (for members under 60 at date of withdrawal)

Compliance Advice

We can give you advice and peace of mind about whether your SMSF's investments and operations are likely to cause any headaches with the regulators

• Details:
• Before you go ahead with those plans, ask us if it's something that your SMSF is allowed to do

Change of Trustee Documentation

There are many reasons to effect a change in your SMSF's trustee, we can arrange all the necessary legal documentation and notify the regulators of the change to meet your requirements as a Trustee

Trust Deed Update

Regularly reviewing the Trust Deed of your SMSF is important to make sure that the Fund is complying with the Law and so that you can take advantage of everything the Law allows you to do. We source high quality Trust Deeds from a reputable Brisbane law firm, which don't have to be updated every year for every minor change in legislation

SMSF Establishment

Once you've decided that an SMSF is right for you, then we can help you get your SMSF journey underway by arranging all the documentation and registrations required to establish your new SMSF

• Details:
• Meet with one of our qualified staff to help you understand your new roles as Trustee and Member of a Self-Managed Super Fund

Corporate Trustee Establishment

If you want to set up a new company to act as Trustee of your SMSF we can arrange all the necessary documentation and registrations with ASIC to make the process quick and easy

Limited Recourse Borrowing Arrangement (LRBA)

Setting up a borrowing in a SMSF can be a real mess if the structure isn't set up correctly, fortunately we've facilitated many SMSF borrowings and can help make sure you get the documentation right and minimise the difficulties you might encounter dealing with the Bank's legal team. We can also arrange documentation for related-party LRBAs

• Details:
• *For bank lenders.
• From $2,750 for related party lenders