SMSF Administration Outsourcing Services for Accountants and Accounting Firms
We provide SMSF administration outsourcing services to accountants and or accounting firms. We will make life easier for you when it comes to SMSF administration. We offer a reasonable fee per fund for administration services on accumulation and existing pension fund. Or a reasonable per hour cost on other requested SMSF services. We will ensure that you will receive a healthy margin above our fees.
Our year-end SMSF Administration Services include
If you haven't chosen a SMSF Auditor to bulk audit your SMSF clients, we can arrange one for you. We have independent SMSF Auditor specialist that we can recommend.
So what are you waiting for? Why not call us now so we can discuss your SMSF administration situation for a tailor made solution.
The only catch is, we will not contact your clients (unless you have requested us so). Therefore, you are still in control with your clients and are still responsible for the lodgement of the regulatory return.
Our year-end SMSF Administration Services include
- Complete set of Financial Statements
- Draft SMSF Annual Return for your lodgement
- Members' Statements
- Investment Summary
- Trustee Annual minutes
- Pension Continuance minutes & letters
- Other documents or reports which maybe required
- Working paper files ready for audit
- And if requested by you, arranging the audit of the fund
If you haven't chosen a SMSF Auditor to bulk audit your SMSF clients, we can arrange one for you. We have independent SMSF Auditor specialist that we can recommend.
So what are you waiting for? Why not call us now so we can discuss your SMSF administration situation for a tailor made solution.
The only catch is, we will not contact your clients (unless you have requested us so). Therefore, you are still in control with your clients and are still responsible for the lodgement of the regulatory return.
SMSF Administration and Compliance Services for Trustees
We can provide you with daily, quarterly or year-end administration and compliance services. These include but not limited to
We are proud to be using BGL Simple Fund Software for our SMSF Administration and Compliance. And now with their introduction of Simple Fund 360 Cloud Software, the next generation SMSF solution, this will allow us
To find out more on what we can offer, come and talk to us. It's time to make the switch.
- Providing year-end Financial Statements and other reports
- Preparation and lodgement of SMSF Regulatory Return
- Preparation of minutes for the trustees to sign
- BAS and IAS preparation and lodgement
- Obtaining Actuary certificate when required
- Pension Calculation and required minutes
- Assistance with preparation of Investment strategy
- Arrange for an independent annual audit of the fund
- Provide the auditor with all the necessary source documents and reports.
We are proud to be using BGL Simple Fund Software for our SMSF Administration and Compliance. And now with their introduction of Simple Fund 360 Cloud Software, the next generation SMSF solution, this will allow us
- to provide more efficient and cost effective SMSF administration and compliance offering.
- This will allow us to give you more accurate and up to date information keeping you involved in all aspects of your SMSF
- These new services securely automate the collection of bank, buy/sell and dividend data and automatically allocate transactions.
- We will also have the ability to automatically collect source documents meaning you will no longer have to store and bring this in at year end.
- To track contributions and pension payments and notify when needed.
- Improved tax planning
- To complete SMSF Regulatory Return sooner
- And mostly this will give you access to your fund data anywhere, anytime and on any device, using the latest web technology.
To find out more on what we can offer, come and talk to us. It's time to make the switch.
SMSF Audit
Our auditor is an ASIC Registered SMSF Auditor and an accredited SMSF Association Specialist Auditor™.
If SMSF Audit is all you required, we provide independent SMSF auditing services. We offer efficiency and fast turnaround, integrity, expert advice, and at a reasonable cost.
The benefits of outsourcing your SMSF Audit to us are
Call us now to discuss further your SMSF Audit needs.
If SMSF Audit is all you required, we provide independent SMSF auditing services. We offer efficiency and fast turnaround, integrity, expert advice, and at a reasonable cost.
The benefits of outsourcing your SMSF Audit to us are
- you can maintain your independence as SMSF Administrator
- will lessen your cost of compliance
- will lessen your cost on training
- will lessen your cost on professional indemnity insurance
Call us now to discuss further your SMSF Audit needs.
SMSF Fund Establishment and Secretarial Services
We at CFB Superfund Services as per your instruction can assist you with the administration side of the following SMSF services
- SMSF Establishment which includes company set-up to act as corporate trustee, ABN and TFN registration, ASIC Connect registration, notifying ATO of fund's public officer, providing minutes, and documents required to open a bank account.
- Deed of Variation
- Limited Recourse Borrowing Arrangement Documentation
- Pension Conversion Documentation
- Trust Deed Update
