From ordering pension forms through to pre-populating deed updates, the Partners Online Document Service allows you to completely streamline the way you order, update and manage your clients’ documents.
Managing your own Self-Managed Super Fund can be a complex and time-consuming process. As a registered tax practitioner, we have the expertise to make it easy.
Our highly experienced team have outstanding expertise in providing SMSF taxation and administrative services. We partner with accountants and work directly with trustees to provide a simple, seamless and straightforward service.
Our SMSF administration fees are fixed, so you have complete certainty of cost at all times.
We deliver professional, timely and flexible SMSF administration services at all times. As a registered tax practitioner, we can assist you with the following:
Below is a list of our team members who specialise in this specific service. They are committed to investing their time in helping you to achieve your financial goals.
In June 2018 ASIC issued a report on their review of SMSF set-up advice. You probably heard of it at the time – it was the one that stated that 90% of the advice did not meet regulatory requirements.
SMSF trustees have utilised reserves for many purposes over the years, whether it be for investment smoothing, strategic purposes or anti-detriment.
A New Year is invariably synonymous with making a list of (often overly ambitious) lifestyle resolutions around eating healthier, exercising more, cutting down on vices and finding a better work-life balance.
As the end of financial year approaches, you need to know the key superannuation considerations your clients need to make prior to 30 June 2018.
Faced with the incoming Super Reforms, 2018 was a year of change for the accounting industry. As a result, many of you may have changed to new SMSF administration software to help you keep up with the changes, and shifting client expectations.
The reports from the ‘Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry’ have been quite extensive in recent times.
The Federal Budget 2018-19 was recently announced by treasurer Scott Morrison. With the major shake-up to superannuation and retirement policies occurring in last year’s budget and effective from 1 July 2017.
Jonathon Bayes, Chief Investment Officer - Partners Wealth Group, and Kerry Craig, Global Market Strategist - J.P Morgan, share their views on the local and global economic outlook.
With 30 June 2018 fast approaching, many advisors and tax agents have been continuing to grapple with the superannuation changes.
With the ATO promising even closer scrutiny on tax returns this year, there has never been a better time to add value to, and protect, your clients
The latest SMSF Benchmark Report for the December 2017 quarter examines SMSFs in pension phase. Key outcomes of this report show that pension SMSFs make up half of the 600,000+ SMSFs.
The importance of reviewing existing SMSF documentation is more important than ever. The super reforms have placed particular importance on estate planning considerations and death nominations.
The Privacy Act sets out the rules that must be followed when a business deals with personal information.
Earlier this month the Australian Government released a consultation paper containing proposed amendments to LRBA legislation. If successful, the proposed amendments would come into effect from 1 July 2018.
From 1 July 2018, SMSFs with members who have over $1M total superannuation balances will have to report transfer balance cap credits and debits within 28 days after the end of the quarter that they occur in.
From 1 July 2018, all SMSFs must report events that affect their members' transfer balance cap either annually or quarterly.
The ATO has recently come out with the reporting requirements for the transfer balance cap for funds paying ‘retirement pensions’.
The CGT relief allows trustees to elect to reset the cost base of assets that will no longer be eligible to support tax-exempt superannuation income streams from 1 July 2017 to their market value.
Though we remain within the same trading range, this week we saw a notable shift in market leadership, with miners finally relinquishing some strength and oils catching a bit of a tailwind.
We have recently received questions around SMSF residency rules and what funds need to do, in order to remain compliant.
We thought it timely to explore the ethical requirements of outsourcing work to overseas providers, either by sending data or allowing access to data hosted in Australia.
Time might be running out to take appropriate action to bring your clients under the Transfer Balance Cap before 30 June 2017.
As the end of the financial year rapidly approaches, these are the key superannuation considerations you need to make prior to 30 June.
As the end of financial year rapidly approaches, these are the key superannuation considerations your clients need to make prior to 30 June 2017
In the good old days, superannuation was like the Magic Pudding, a much-loved classic written and illustrated by one of Australia’s greatest artists, Norman Lindsay.
As ASIC ramps up their surveillance of accountants providing advice outside of the legislation, have you considered how you provide advice to your clients?
There is only five months left for your clients to review their superannuation affairs and ensure they are best positioned to receive the maximum benefits from 1 July 2017.
Our aim is to deliver a timely, efficient and professional service that will enable us to build long-term relationships with you.
We work directly with your accountant or adviser, or any other professional service provider, to deliver the required administrative documentation ensuring all parties have complete peace of mind that the Self-Managed Super Fund is fully compliant.
We utilise an advanced, cloud-based software platform that allows real-time access to SMSF member account balances and other information so you will always be kept up to date and reliably informed.
Contact us today to speak with an expert about taking the complexity out of your SMSF.