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.

Related Products, Services and Resources

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