Tailored advice for SMSF trustees, financial strategies and investment advice

Accountants will add value beyond basic SMSF administrative functions

As a trustees, you will benefit from our personal advice and strategic guidance, giving you the best chance of maximising your fund to achieve your retirement goals.

Data is showing us that Trustees are now spending increasingly longer each month running their SMSF, especially in relation to ongoing monitoring and reporting, keeping up to date with regulations and necessary paperwork.  This is especially the case for those funds who are not yet in pension phase.

Our personal advice is backed up cutting edge technology solutions give you easy online access to your personal SMSF data and information.  We have found this mix of personal services with an online portal gives our trustees the best chance of achieving their goals.

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

Communication & reporting services

Annual reporting & review

Face to face meeting

Email and phone support for all Super queries

Superannuation updates and newsletter

Invitation to events and education sessions

Access to personal accountant

Quarterly reporting & review Including Reports uploaded to Document Portal

Performance reporting

Weekly Reporting and reconcilation of investments

Weekly updating of investments where appropriate

Contacting Brokers, Investment providers and settlement agents

Weekly Bank account listing and reconcilation reports

Access to your peronsonal Manager and Director

Deed services

Trust deed amendments for change of Trustee/s or Directors

Trust Deed update service, for changes to rules and regualations

Taxation services

Provision of Year End Checklist

Facilitation and liaison with Auditor

Preparation of Financial statements Including Member statements and Tax return

Preparation, lodgement and Payment of BAS, PAYG

Annual ASIC corporate trustee renewal return

Assistance with ATO audits or reviews

Extra services

Facilitation of actuarial and legal services

Transition from another provider

Winding up a fund (may require SOA)

Annual Centrelink Review statement assistance

Assist with brokers forms and payment

Administation of share trades

General accounting and SMSF Consulting

Pension Establishment (may require SOA)

SMSF Technical Advice

SMSF Planning

Transition to another provider

Statement of Advice (SOA)

Establish SMSF as individual (may require SOA)

Establish SMSF as Corporate Trustee (may require SOA)

Annual Audit of fund

Actuarial Certificate

The ASC Promise

The dedicated SMSF team at ASC are devoted to ensuring all aspects of your superannuation is fully compliant and all areas of your fund administration is provided to you in an efficient, friendly and highly professional manner.

ASC can assist with:

  • All day to day administration and compliance requirements of your current SMSF, or
  • Establishment of a new SMSF.

Once your SMSF is set up and running we can help you manage your SMSF and ensure you are kept up to date with any changes in the rules and regulations.

ASC simplifies your SMSF

As the name suggests, Self Managed Superannuation requires a firm commitment from you.

We are here for those who want to have control of their superannuation without it demanding you devote yourself to all the compliance and administration an SMSF can require.

Ensuring you and your fund are Compliant

ASC has built a solid reputation in providing compliance services and advice to our SMSF clients in Perth.

Our team of experts have broad range of experience and technical knowledge, that they draw on to advice you on your personal situation.

We focus on avoiding any compliance issues for you and offer all the help we can to ensure your fund is compliant and there is no chance of incurring any unnecessary costs and penalties as a result of noncompliance.

  • Assisting you to understand the rules of an SMSF and minimise exposure to any risk
  • Should any issues arise we can assist with negotiation with the ATO on your behalf
  • Assisting with ATO audits and rectification of breaches
  • Resolving complex compliance issues
  • Providing advice on complex transactions

We are able to consult on wider strategic superannuation initiatives and provide tax planning and consulting services.

Financial Reporting for your SMSF

It is important that our reporting is detailed and comprehensive.  We ensure our clients are able to get an immediate snapshot of their fund and then via industry leading software, BGL, ASC generates a variety of reports for our clients.

Pension Management

Many of our clients look to fund their retirement income by moving their accumulated superannuation benefits into a pension phase.  As a SMSF Trustee there are many issues you need to consider when starting a pension.

ASC can help and guide you through this process to ensure the best possible outcome for you and your fund members.

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.

Email or Call 08 9492 2000
General Advice Warning
The content of this website is of a general nature only and has not been prepared to take into account any particular investor's objectives, financial situation or particular needs. Australian Superannuation & Compliance (ASC) does not provide financial product advice or recommend any financial products: This applies equally to those financial products which are established for your SMSF when you become a client of ASC. We recommend that you seek professional advice from a financial adviser before making any decision to purchase any financial product including establishing an SMSF.
While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions. When establishing a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including an ATO Supervisory Levy , Company Trustee Setup Fee (where applicable) and Investment Fees .
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