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SMSF Compliance

Setting up a SMSF

We can help you with the compliance obligations involved in setting up a new self-managed superannuation fund (SMSF). Our package includes a trust deed, minutes, pro forma binding death benefit nomination forms, product disclosure statement as well as an indexed superannuation folder. We arrange the tax file number and ABN registration. We can provide advice on who can be a trustee, as well as attending to your ongoing tax and other compliance obligations.

Limited recourse borrowing

We can advise on the ATO requirements (ownership and structure) involving the use of limited recourse borrowing arrangements.

Please contact us if you would like to discuss your requirements.

Already have an SMSF?

If you have an existing SMSF let us take away the responsibility and burden of SMSF administration. We provide full accounting, taxation and reporting functions to ensure your fund remains compliant.

Simply provide the documentation to enable us to complete your fund's annual financial statements, income tax return and statutory reporting.

Some of the documents we will need

  • Trust Deed - a properly executed copy, including any updates.
  • Member/Trustee Information such as Tax File Number Declaration, Trustee Declaration and Binding Death Benefit Nomination Forms.
  • Pension documents, where applicable
  • Latest financial statements, income tax return, actuarial certificate and investments.
  • Rollover Documentation
  • Contributions
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