Your one stop shop for superannuation administration & strategic SMSF advice
There are many that seek to provide you with an SMSF service but few that devote themselves to it or are capable of providing the full package.
ASC can offer you a choice of 3 different packages that cater to a range of budgets and service level requirements.
Depending on which package you select you can benefit from the following services.
Management & administration services
- Correspondence with clients in regards to minimum pensions and Contribution caps
- Monitoring compliance with SIS and ATO regulations
- Automated data feeds including bank accounts
- Maintenance of trustee and fund records
- Access to technical information
- Mail house facility including scanning and storage of documents
- Password protects, encrypted file and data portal
- Storage of all fund records
- Ongoing bank reconciliation
- Ongoing updating of investment values
- 24/7 access to your SMSF
- Daily processing of all transactions
- Data review and rectification service
- Assistance with Fund payments including property expenses
- Tracking of asset allocation
- Overview of Pension and benefit payments
- Section 290 Notice for concessional contributions
- Assisting with Rollover of funds into SMSF
- Assisting with opening Bank, Term Deposit and Broker Account
- Share transaction settlements – Purchases and Sales
- Assisting with Property Management including issuing invoicing
- Document Management Portal including Reports
- 24/7 access to document management system
- Assistance with Limited Recourse Borrowing arrangements with the Banks
- Investment choice
Give us a call or email to discuss your SMSF needs.
Setting up and managing your own SMSF can be a daunting and expensive task, especially if you get it wrong.
Got a question? Or to book a FREE appointment to discuss your situation, drop us a line to discuss your personal situation.