SMSF Solution For Trustees

SMSF Solution For Trustees 2020-05-29T08:22:54+00:00

Trustee Services

We provide a comprehensive service so you can set and forget the administration of your SMSF!

  • We provide an SMSF Accredited Specialist to partner with you and assist you in all matters relating to your SMSF.
  • We reconcile your fund daily providing you access anywhere, anytime to your SMSF specialist reports
  • We monitor contributions and pensions daily, ensuring you satisfy annual compliance requirements
  • We handle your fund’s compliance including the preparation of various adhoc minutes and answering day-to-day questions about ‘how-to’ run your SMSF
  • We handle all year-end reporting obligations, preparation of the annual return and financial statements
  • We appoint and liaise with independent external Auditors to facilitate the annual audit
  • As SMSF Specialists, we can provide strategic advice if and when you need it

Get In Touch

Contact Us

VIC

Level 17, HWT Tower
40 City Road
Southbank VIC 3006

NSW

Level 16
68 Pitt Street
Sydney NSW 2000

QLD

Level 2
127 Creek Street
Brisbane, Qld 4000