Full service 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