SMSF Superfund - Administration & Compliance for Self Managed Super Funds
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Annual administration & compliance

SMSF Administration

Increasingly more Australians each year are taking control of their retirement wealth and choosing to set up their own self managed super fund (SMSF). However, making sure your fund is compliant with all government regulations and requirements can be extremely complex and a breach of the regulations can result in tough penalties. SMSF superfund offers a complete SMSF administration service designed to ease the responsibility of handling the compliance and paperwork associated with your SMSF and give you peace of mind to focus on your own investing.

 

All SMSF trustees are required to have financial statements prepared and audited, lodge an income tax return and other relevant statements with the Australian Taxation Office each year. SMSF superfund is a registered tax agent and works only with approved auditors. Through our experience and specialisation we can we can help you make the most of your SMSF, while ensuring your administration and compliance requirements meet with all the relevant rules and regulations.

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All SMSFs are different and administration requirements may vary for each fund. We offer a comprehensive range of administration packages that provide trustees the flexibility to select a service that best fits their particular circumstances. We provide an upfront fixed fee on all our service packages which means you know in advance what costs your SMSF will incur.

 

please click here to view our fee schedule

 

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Our SMSF accounting and compliance service provides you with everything you need to meet the annual administration and compliance obligations of your SMSF, including:

 

  • Preparation of the annual financial statements for the SMSF which includes:
    – Statement of Financial Position (Balance Sheet)
    – Operating Statement (Profit and Loss Statement)
    – Notes to the Financial Statements
    – Trustee’s Declaration
    – Statement of Taxable Income
    – Members’ Statements
    – Trustee Minutes
    – Investment Summary and Income Reports
  • Preparation and lodgement of the annual SMSF income tax return
  • Organise an independent audit of the SMSF by an approved auditor
  • Preparation and lodgement of business activity statements and instalment activity statements where required
  • Organise an actuarial certificate where required
  • Prepare documents to commence or cease pensions where required
  • Manage communications and correspondence with Australian Taxation Office

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Not all of the services we include in our administration service packages are required by every SMSF, but we provide the full range of services so that if and when your SMSF does need them, you can be assured that they will be included in the package without incurring additional fees.

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