SMSF Admin

Our team of specialists can meet all your compliance requirements, including providing:

• Income tax returns
• GST returns
• Business activity statements (BAS)

Our team of specialists can provide all your financial statements, including:

• Members benefits
• Annual minutes and resolutions

As an optional extra we can also give you live access to:

• Member benefit balances and investment values
• Year to Date pension withdrawals
• Year to Date contributions

Our team of specialists will get your new SMSF fund up and running, with the assurance that you are totally compliant. This includes:

• TFN and ABN application
• Company establishment
• Trust deed establishment
• Members application and consent to act
• ATO trustee declaration

Our team of specialists can provide all your pension documentation, including:

• Minimum/maximum pension calculations
• All relevant letters and minutes
• Pension agreements
• Centrelink schedules
• PAYG payment summary

It can be stressful and time intensive staying on top of ASIC requirements, however it is also necessary to avoid facing penalties. Our team can relive this burden for you, through our ASIC agent service. This includes:

• Changing details for office holders
• Forwarding annual ASIC reviews and invoices
• Notifying you when your annual ASIC fee is due for payment

Actuarial certificates are required for SMSFs that operate both pension and accumulation interests simultaneously, and assets are not segregated. SMSFs paying lifetime pensions are also required to obtain actuarial certificates on an annual basis.

You can apply online for an instant actuarial certificate here.

Our online facility calculates the exempt pension income for your clients’ funds that are in receipt of account-based pensions and/or market linked pensions. If the fund is paying a lifetime or other defined benefit pension, our actuary can provide annual actuarial certificates.

For more information contact Harrison Moore on 1800 333 143. 

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. It is a fast and efficient system that enables you to reduce duplication, resulting in significant time and cost savings and allows you to easily access and manage all your clients’ documents in one secure location.

Key features include:

• Online ordering of a full range of quality SMSF, pension, company and trust documents
• Ability to order multiple documents at the same time, reducing duplication efforts
• Auto-populate ABN and TFN applications for your SMSFs and companies
• SMSF deed update tools, eliminating the need to complete order forms
• Payment via monthly direct debit or credit card.
• Consolidate all your applications into one.
  Includes links to:
  • Macquarie, NAB and Commonwealth Bank to create Cash Account applications at the same time as your SMSF, companies and trust applications
  • Class Super and BGL to pre-populate your document orders with information from your accounting software
  • ASIC, providing you with company ACNs in real time

For more information contact Harrison Moore on 1800 333 143. 

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