Administration Services:

SuperWise provides the following administrative services for SMSFs:

  • Establishing the fund
  • Transferring an existing fund’s management to SuperWise
  • Preparing and lodging all documents required to meet regulatory obligations
  • Maintaining all fund and Member details
  • Asset reporting
  • Organising the audit of the SMSF
  • Commence pensions when required
  • Processing of lump sum payments when required
  • Winding up the fund when it is no longer required
Annual Compliance

To meet SMSF regulatory obligations, we attend to the preparation of the following documents:

  • Annual financial statements
  • Fund Income Tax return
  • Member benefit statements
  • Arrangement and management of the independent audit

 

Outsource SMSF Service Provider
We provide outsource services for non-affiliated accounting and administration providers, from white label services to direct client engagements. Please contact us for further information.

Fees:
Our fees are charged on an hourly rate basis. We do not charge fees on a percentage of asset basis, or based on the number of members – as this does not appropriately reflect the work that may or may not be required. Quotes can be arranged prior to engagement.