Self Managed Superannuation Fund Administration
Managing your own retirement future can be a complex undertaking, but one area that you can reduce the complexity is by simplifying the administration and compliance of the fund so you can focus on planning for your future.
do any of the following sound familiar when it comes to your smsf?
I'm not sure what my super member balance is, and my accountant can only tell me after they have completed the year end accounts which is usually months after the year end
My accountant asks me questions about transactions in my fund that occurred in the previous financial year and I have to search through my records to find the answers
I'm only made aware of compliance breaches much later than I would like
I don't really know how well my SMSF is performing
If these sound familiar to you they are likely pain points when it comes to your SMSF!
Our goal when it comes to Self Managed Super Funds is to offer a proactive service that is able to:
- Provide trustees/members with complimentary live access to our platform to enable them to see a snapshot of their fund's financial position and performance to enable them to make investment decisions with up to date information,
- Simplify the accounting and taxation functions of SMSF to reduce the administrative burden on trustees/members
how do we do this?
We use a powerful and secure cloud based platform that integrates with banking institutions, brokers, wrap providers to electronically synchronise your fund's data and provide a basic level of automation.
how much does the service cost?
We work on a subscription model which is a simple fixed monthly fee that is tailored to your needs and requirements. Our plans start at $88 per month.
Alternatively feel free to contact us to arrange a meeting where we can discuss your administration needs.
important information
Our fixed price plans do not include audit fees, actuary costs, or any other 3rd party expenses
We are not licensed under the Act to provide financial product advice, and you should seek advice from an Australian Financial Services licensee before making a decision on a financial product