Self Managed Superannuation Funds (SMSF)

Are Self-managed Superannuation Funds (SMSF) Right For You?

SMSF’s are the fastest growing superannuation environment today and the reasons for that aren’t rocket science! 

Sevrices

1.  Fund Administration: Intellisolve provides administration services ensuring everything runs smoothly and for less cost than industry averages. 

2.  Fund Establishment:  Intellisolve provides a low cost, establishment service.

SMF Administration

Depending on your needs, our SMSF administration service can include the following:

• Electronic storage of various SMSF records;
• Maintenance of member components and preservation status;
• Preparation of minutes and supporting documentation;
• Preparation of lump sum, rollover, pension commencement & pension commutation documentation;
• Calculation of allowable pension levels;
• Optimisation of income tax obligations;
• Preparation and submission of PAYG summaries and statements
• Maintenance of capital gains tax records;
• Facilitation of actuarial certificate and solvency certificate if applicable;
• Delivery of annual financial statements & financial report;
• Lodgement of ongoing tax obligations (activity statements);
• Preparation of SMSF annual return;
• Lodgement of SMSF annual return;
• Completion of compliance review and creation of compliance deficiency redress documentation;
• Notification of compliance deficiencies.

(Note): SMSF external annual audit INCLUDED thus representing outstanding value!

SMSF Establishment

All fund establishment requirements are included as below:

• Trust deed;
• Corporate trustee (where applicable);
• Minutes of meetings;
• Member application(s);
• Consent(s) to act;
• ATO trustee declaration(s);
• SMSF life-long compliance documentation;
• Fund investment strategy and member’s life insurance review template;
• Signing package;
• TFN and ABN registration and,
• GST registration (as applicable).

(Note): From time to time as may be necessary, we can arrange for you to receive a personalised Statement of Advice (SoA) i.e. the financial advice document as only available from a licensed financial planner holding the requisite ASIC RG146, SMSF accreditation.