Self Managed Super Fund Technical Assistance

Self Managed Super Fund Technical Services

Apart from the annual SMSF compliance work, we also provide various Self Managed Super Fund technical consulting services including:

• Establishment of Pensions
• ETP documentation
• Technical Advice
• Withholding declarations
• Actuarial Certificates

All these consultations are inclusive if you are a Your Super Admin client. Progression with a SMSF technical service will incur a fee which will be quoted on request.

Please contact us to discuss these further

Other extra services for our clients

Apart from the standard technical services relating to Self Managed Super Funds, we also provide services such as:

• Your Portfolio Online - this service is also available for Individuals, Companies and trusts.
• Quick Q & A - A free service for our clients on technical questions or tax related matters
• Technical Newsletter - We issue a regular newsletter which will contain information crucial to your super

Self Managed Super Fund (SMSF) Establishment $495

The Self Managed Super Fund trust deed sets out the rules that the trustee must follow in the operation of the fund. It is essential that the Self Managed Super Fund deed has sufficient flexibility in the range of strategies available to trustees and that it is also easy for trustees to follow.

• Trust Deed
• Tax File Number Application
• Australian Business Number Application
• Notice of Election to Become a Regulated Fund
• Minutes, Membership Application Forms and Member Advice Notices
• Notification of Beneficiaries Form
• Fund Bank Account/Cash Management Trust (CMT) letter
• Rollover Documentation

If you wish to establish a Self Managed Super Fund please contact us for further details.

Innovative accounting solutions complimentary to Self Managed Super Funds

The Self Managed Super Funds Accountancy Services at Your Super Admin have services that compliment our SMSF specialists and deliver innovative accounting solutions, including:

• Taxation services - Personal and business taxation returns
• BAS preparation and GST compliance
• Company and Trust incorporations