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.