Our Services

Our Services 2023-07-11T04:59:18+00:00

How can we help you?

Establishment of a Self Managed Super Fund (SMSF)

On receipt of a completed client engagement form, your Prime Client Manager will make a ‘welcome call’ to you or your Adviser to acknowledge receipt and establish the overall purpose for the fund.

We will then:

  • Prepare the SMSF trust deed and apply for the Australian Business Number and Tax File number on your behalf and register the fund for GST, if required
  • Prepare all minutes and resolutions required to establish the fund
  • Establish the Macquarie account on your behalf if you wish to use a Macquarie CMA
  • Provide you with a ‘Welcome Kit’ with all the necessary forms and documents for signing
  • Review documents on signing
  • Explain how to complete a rollover if you need assistance

Corporate Trustee Establishment

  • Facilitate preparation of a company constitution
  • Prepare all compliance documents including resolutions

Daily Administration

Where your fund receives direct data feeds from your cash account and investment platforms we will process them daily to provide you online reporting. If there are any items where we have missing information we will email to ask you to identify them.

Your fund will only stay up-to-date with your assistance in providing us with this information.

SMSF Health Check

Undertake a compliance review of your fund to ensure all important documents are up-to-date and relevant. Prepare any additional minutes which may be required from a compliance perspective.

Annual Accounting, Tax, Audit and Compliance

We will:

  • Store digital records of all SMSF documents during the year
  • Maintain member components and preservation status
  • Prepare minutes and supporting documentation
  • Prepare lump sum, rollover, pension commencement or commutation documents
  • Calculate and advise clients of min/max pensions available
  • Prepare BAS and IAS returns as required
  • Prepare and submit PAYG summaries and statements
  • Maintain cost base history of all investments
  • Facilitate actuarial certificate and solvency certificate if applicable
  • Deliver annual financial statements
  • Facilitate registration with QROPS status with HMRC
  • Attend to ongoing requirements with HMRC
  • Prepare year-end accounts and audit papers
  • Prepare and lodge the annual return
  • Facilitate the annual independent audit
  • Monitor SMSF Compliance with Superannuation Industry Legislation
  • Handle day-to-day query resolution

Pensions and Income Streams

We will:

  • Establish new Income Streams/Pensions
  • Manage commutation of Income Streams
  • Prepare lump sum withdrawal documentation
  • Prepare centrelink schedules
  • Prepare all associated pension compliance documents
  • Attend to ATO updates including TBAR
  • Calculate and maintain taxable/tax free components.

Get In Touch

Contact Us


Level 17, HWT Tower,
40 City Road,
Southbank VIC 3006


Suite 3, Level 3
1 Bligh Street,
Sydney NSW 2000


Level 6,
100 Creek Street,
Brisbane, Qld 4000