Self Managed Superannuation Administration

Have questions about Self Managed Superannuation Fund?

We have many years experience in dealing with these types of entities so we are confident we can answer many of your questions and help you make sense of the information publicly available on websites and social media.

SMSF Administration & Tax

With 20 year’s experience in the sector, we are well positioned to provide an efficient and streamlined administration service to Trustees.

The Administration service includes:

  1. Preparation of Financial statements & Minutes
  2. Preparation of Annual Tax Return, Business Activity Statements or Instalment Activity statements
  3. Organising the Annual Audit of the Fund with a Registered SMSF Auditor

As a local business, we are easily approachable to provide you with answers to any questions that you have at any time during the year.

Portfolio Secretarial Service

For those who have Share Portfolios, we also offer a Portfolio Secretarial Service which takes the pain out of keeping track of investment paperwork, and provides the Investor with reporting options to see at a glance how their investment is progressing. It also takes the pain out of tax time, by already having all the information required to accurately calculate investment income and capital gains.