03/01/2018

Accountants and Financial Planners

If you are an Accountant or Financial Planner looking for assistance with your SMSF compliance work look no further… 

 …We have all your SMSF requirements covered

 Admp3.1inistration Options

  • Full Outsource Model
    •     Our premium full service with daily updates of transactions and investment values
  • Annual Showbox service
    •     Upload your client documents once a year and we will provide all your annual reporting
  • Temporary SMSF Accounting Solution
    •     We can cover for resignations, maternity, annual leave or just take a bit of pressure off if you are too busy

 p15Included Services

Our Administratiion offering includes the usual standard functions you would expect…

  • Preparation of annual financial statements
  • Preparation of the SMSF annual return
  • Investment Reports (Income, realised and unrealised gains etc)
  • Member statements
  • Trustee minutes

PLUS…   …many of our competitors will charge extra for the below services that we include in our standard service at no additional fee

p41.1

  • Fund set up (Trust deeds, compliance documents, minutes, draft investment strategy etc)
  • Fund transition (from BGL simplefund or class)
  • Pension administration (establishment, reset, annual min /max, minutes)
  • $1.6M pension cap management and CGT rollover relief
  • Monthly reconciliation of accounts (transactional data and investment pricing updated daily)
  • Online access for you and your clients to current SMSF information (you control access)
  • Reports and online presence branded with your firm logo
  • Annual Fund Health check (Pension & Contrib limits, compliance issues and planning opportunities)

 

p71Optional Additional Features

  • Annual Independent Audit
  • Actuarial certificate
  • Software access to BGL360 or Class – branded to your firm
  • Annual SMSF Return lodgement
  • Quarterly BAS and TBAR reporting
  • Property valuations
  • Fund transition where history needs to be re-created

 More information

p6.1 p18Download our Brochure

Download our guiide to Transferring your SMSF Business

email us

0438 438 120