SMSF administration that’s hassle free

Step 2 to smart super choices

Once you’ve been through a smooth SMSF setup, your fund has a range of standard annual administration tasks. Our team takes the hassle out of super fund administration with seamless management to keep your paperwork to a minimum.

Super administration we can take care of for you

As registered tax agents, we take care of:

annual trustee financial statements and reports

annual member benefit statements

arranging annual independent audits

your income tax and regulatory return preparation and lodgement

accounting and taxation services to stay a complying fund

business activity statements

pension and actuarial calculations

So efficient, we’ll even open your mail

When we administer your SMSF, your fund records are updated every month. This means the trustees providing access to:

bank statements for your fund

investment activities

pensions paid

To keep it simple, you can list us as your fund mailing address. This means seamless administration, no hassle, and prompt action on issues or opportunities. You have the peace of mind of knowing any cheques received are banked the same day, and we’ll forward all your fund mailto you once a month. Simple.

Save with fixed admin costs

Whatever you save now on managing your super means more money in the bank, and gets you a step closer to the life you want in the future. Ongoing administration costs start from $1,982 per year (including GST) plus $557 audit fee.

Pension set up that’s simple and affordable

Setting up a pension from your SMSF is simple when you work with a specialist SMSF advisor. We’ll take care of the paperwork for as little as $363 per pension.

Your next step: Super compliance

With your set up and administration sorted, it’s important to make sure your SMSF stays compliant under ATO regulations. We’ve got you covered.