SMSF Administration

Our full service administration offering takes away many of the administrative duties you might be performing, allowing you to focus on your clients and advice.

Our service includes:

  • Daily online reporting
  • Financial statements pack
  • Lodgement of the annual tax return
  • Trustee minutes and member statements
  • Independent SMSF audit
  • Actuarial certificate (if required)
  • Management with ASIC and ATO
  • Corporate trustee maintenance
  • Provision of activity statements (PAYG, IAS & BAS)
  • Datafeed implementation and monitoring
  • Quality assurance review paper
  • Firm labelled interface for the SMSF client access
  • Mail house services

For more information, Please: call – 1300 131 377