Basic SMSF Administration Service
From $2200 (incl GST)
Free SMSF setup & transfer fee.
This service provides you with the peace of mind that Your Super Solutions will manage the administration and compliance of their SMSF with complete accuracy and efficiency. This service includes:
- 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.
- Assistance in the implementation of strategies recommended to you by our 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. Your account manager can be contacted whenever needed without any additional fees being charged.
- All correspondence received is stored and recorded on a daily basis. Your Super Solutions becomes the listed mailing address for the fund.
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 the previous years' financial statements have not been prepared before transferring to Your Super Solutions, we can arrange this for you and we will provide a one-off costing before commencing the work.
Correspondence received requiring a decision or other action will be forwarded to you.
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.