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.
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.
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.
Our experienced team will ensure that you receive a robust, flexible and easy to understand Trust Deed.
The government introduced the bill to increase the SMSF member limit from four to six in February 2019.
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.