We offer an extensive range of services.
SMSF Set Up
We set up your SMSF including the following steps:
Establish the SMSF and prepare the trust deed
Set up a company to act as a Corporate Trustee
Apply for your SMSF’s Australian Business Number (ABN) and Tax File Number (TFN)
Register your SMSF for GST (if required)
Obtain written consents from members to act as trustees or directors.
Provide minutes for the first meeting of trustees.
Provide applications for membership of the fund
Provide assistance with full rollovers from your other superannuation accounts.
SMSF administration and compliance:
We ensure your SMSF complies with administration requirements including:
Accounting administration
Annual financial statements and tax returns
Contribution and rollover processing and compliance
Instalment Activity Statement lodgements in accordance with your SMSF’S PAYG obligations
Business Activity Statement lodgements
Monitor and notify you of compliance issues
ASIC agent services for your SMSF corporate trustee
Annual SMSF Audit & Actuarial Certificate
We arrange for the appointment of a independent auditor for your SMSF as required by the ATO, including preparation of the annual audit of your SMSF’s tax return
If your SMSF requires it, we will arrange for the appointment of a independent actuarial firm to produce an Actuarial Certificate for your SMSF.
Pension administration
We administer your members’ pensions, including:
Calculating taxable
and tax-free
percentages
Producing all
notifications and
minutes required
Helping you monitor
your minimum and (if
applicable) maximum
pension thresholds
Lodging Transfer
Balance Account
Reports where
applicable
Documentation Suite
We arrange the paperwork required for your SMSF including:
SMSF Deed of
Establishment
SMSF Deed of
Variation
Limited Recourse Borrowing
Arrangement
Investment
Strategy
Binding Death
Benefit Nomination
Change of
Trustee
Contribution Minutes
including Notice of
Intent to Claim a
Deduction
SMSF Wind up
and Member Exit
More than just SMSF, we are a
community of financial services
Our services are expanded by our
super Number Group partners.
Numberlab
Taking the complexity out of
compliance. Providing accurate
and reliable taxation services to
both individuals and small-
medium business.
NumberBooks
Removing the hassle of day to day
record keeping and reconciliation,
offering complete bookkeeping
services
NumberAdvisory
Delivering personalized business
advisory, for those wanting a
turnkey solution to their financial
operations
Numberlab
Taking the complexity out of
compliance. Providing accurate
and reliable taxation services to
both individuals and small-
medium business.
NumberBooks
Removing the hassle of day to day
record keeping and reconciliation,
offering complete bookkeeping
services
NumberAdvisory
Delivering personalized business
advisory, for those wanting a
turnkey solution to their financial
operations
Are you ready to
get started?
Get in touch and we will get back to you ASAP