YOUR IN EXPERT HANDS
YOUR IN EXPERT HANDS
Leave SMSF administration worry behind
SMSF Establishment & Transfer Forms
SMSF for INDIVIDUALS
Working with AllSuper – SMSF Administration
While SMSF’s allow for independence, flexibility and control over retirement savings, you as a SMSF Trustee have a responsibility to ensure that your 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 Individuals.
AllSuper provides assistance to individuals 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 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 an 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: email@example.com
Fund Administration and Audit from $1,980pa
Our highly competitive and transparent fee structure ensures you know exactly what your annual SMSF administration costs will be with no hidden surprises.
To access our pricing schedule for Individuals, please complete the form below.