YOUR IN EXPERT HANDS

YOUR IN EXPERT HANDS

Leave SMSF administration worry behind

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SMSF Establishment & Transfer Forms

SMSF for TRUSTEES

 

 

Working with AllSuper – SMSF Administration

While SMSF’s allow for independence, flexibility and control over retirement savings, Trustees have a responsibility to ensure that their fund is fully compliant with superannuation laws. This means lodging annual tax and regulatory return, maintaining fund records and regularly reviewing your investment strategy. 

 

Due to the complexity and ever-changing nature of superannuation and taxation law, it is vital that your SMSF fund is administered by a SMSF specialist. A firm that thinks beyond the role of administrator and partners with you to ensure you get the best out of your SMSF. Welcome to AllSuper for Trustees.

 

AllSuper provides assistance to Trustees with a range SMSF solutions tailored perfectly to their individual budget and requirements. With 20 years’ experience in SMSFs, AllSuper are the experts for providing SMSF trustees with the administrative, accounting, taxation, compliance, audit and technical support they need to ensure they are fulfilling their roles and responsibility obligations required as a SMSF Trustee.

 

Flexible Accounting, Taxation & Reporting Services

At AllSuper, we offer a complete administration and compliance solutions which includes;

 

  • Annual financial accounts, tax return and member statements
  • 24/7 online access via a secure portal
  • Pension administration (if applicable)
  • Annual independent audit
  • Annual compliance review
  • Annual Trustee minutes
  • ATO correspondence
  • Phone and email support

 

Real-Time Administration Service

AllSuper utilises a secure cloud based software to deliver a fully automated and cost effective SMSF administration solution for Trustees via an online portal, clients have access to a range useful reports including;

 

  • Financial Position
  • Member Balances
  • Portfolio Valuation
  • Investment Allocation
  • Realised and Unrealised Gains
  • Investment and Contribution Income
  • Fund Outgoings and;
  • Benefit Payments

 

Utilising AllSuper’s Real Time Administration Service reduces the amount of paperwork and supporting documentation required as encrypted data feeds from your fund’s financial institutions and brokers are delivered to your dashboard daily.

 

By securely automating the process with AllSuper, you’ll have more time to simply enjoy life confident your SMSF is being looked after by experts and reviewed and updated regularly.

 

Annual Administration Service

AllSuper offers annual processing of fund transactions, preparation of annual financial accounts, taxation returns and member statements at the conclusion of each financial year.

 

Through the utilisation of these services, Trustees have a higher level of involvement in the overall management of their SMSF. With AllSuper’s comprehensive administration and compliance services, Trustees can access a wider range of professional services including;  

 

  • Technical support for specific and complex matters
  • Strategic review – provision of factual information
  • Tax consulting advice
  • Fund establishment
  • Trust deed reviews and upgrades
  • Pension establishment, commutation and restructuring
  • Lump Sum Benefits
  • Assistance with ATO or ASIC audits and/or reviews
  • Corporate Registry Service for your Corporate Trustee Entity

 

For more information on our SMSF administration and compliance services talk to one of the AllSuper team by calling 1300 418 995 or email us at: info@allsuper.com.au

 

Fund Administration and Audit from $1,980pa 

Our highly competitive and transparent fee structure ensures Trustees to know exactly what their annual SMSF administration costs are ensuring there are no hidden no surprises.

 

 To access our pricing schedule for Trustees, please complete the form below.

FOR ACCOUNTANTS

Expert Knowledge

Administration & Compliance

Admin Outsourcing

Technical Support

 

FOR ADVISERS

FOR TRUSTEES

Expert Knowledge

Administration & Compliance 

SMSF Auditing

Technical Support

SMSF Specialist

Fund Administration

Taxation & Fund Compliance

Technical Support

CONTACT US

AllSuper

ABN 63 474 224 549

PO Box 1005

WOY WOY NSW 2256

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