What's Included
Accounting
Every SMSF is required to prepare annual financial statements, and it's one of the things we take care of for you.
Investment Strategy
Our Investment Strategy template and checklist has been reviewed and approved by one of Australia's leading SMSF Auditors, helping our clients meet ATO requirements.
Technical Information
With over 25 years' experience working with SMSF Trustees, our team is on hand for any SMSF compliance question. No call centres, no chatbots, just real, qualified SMSF specialists.
Taxation
We prepare and lodge your SMSF Annual Return, along with any Business or Instalment Activity Statements, Annual PAYG Payment Summary and PAYG Payment Summaries required. If you need an actuarial certificate, we arrange that too.
Document Agent
We work directly with a specialist SMSF legal firm for all your SMSF legal documents. As your Document Agent, we make the process of obtaining them easy.
ASIC Agent
As ASIC Agent, we manage the corporate compliance for any companies associated with your SMSF, including the corporate Trustee.
Audit
We coordinate your SMSF's annual audit with one of the independent SMSF audit businesses on our panel of Auditors.
Records
An important part of your Trustee responsibility is retaining information. Our Records Service stores and maintains electronic copies of your important SMSF documents.
Mailbox
Why spend time gathering documents yourself when we can get them directly? Our mailbox service has your source documents sent straight to us for safekeeping.