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SERVICES
Taking Your Super to
the Next Level
Key Features
We reconcile your fund daily providing daily
online access to SMSF information
We monitor contributions and pensions daily
We handle all matters relating
to compliance – including the preparation
of minutes and answering day- to- day
questions about ‘how- to’ run your SMSF
We handle all year- end reporting
obligations, preparation of the annual
return and financial statements
We appoint and liaise with independent
external Auditors to facilitate the
annual audit
As SMSF Specialists, we provide strategic
advice if and when you need it
What we do
Establishment of a Self Managed Super Fund (SMSF)
On receipt of a completed client engagement
form, your Expert Super Client Manager will
make a ‘welcome call’ to acknowledge receipt and establish the overall purpose for the fund.
We will then:
Prepare the SMSF trust deed ,Corporate Trustee Establishment and apply for the Australian Business Number & Tax File Number on your behalf and
registering the fund for GST, if required.
Prepare all minutes and resolutions required to establish the fund.
Establish the Macquarie account on your behalf if you wish to use a Macquarie CMA.
Provide you with a ‘Welcome Kit’ with all the
necessary forms and documents for signing.
Review documents on signing & explain how to complete a rollover if you need assistance.
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Facilitate preparation of a company constitution
Prepare all compliance documents including resolutions
Company Trustee Maintenance
Company Trustee Maintenance
Prepare ASIC documentation annually and send to you for signing.
Transitioning SMSFs On receipt of a completed client engagement form, your Client Manager will make a ‘welcome
call’ to you or your Adviser to acknowledge receipt and then liaise with your previous provider to obtain all fund documentation.
SMSF Health Check
Undertake a compliance review of your fund to ensure all important documents are up-to-date and relevant. Prepare any additional minutes which may be required from a compliance perspective.
Daily Administration
Where your fund receives direct data feeds from your cash account and investment platforms we will process them daily to provide you online reporting. If there are any items where we have missing information we will email to ask you to identify them.
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Self Super will bridge the gap between finance industry experts and the individual by acting as your SMSF Broker.
Self Super will introduce you to various Industry professional such as Expert Super who will drive the achievement of your unique goals.
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Expert Super provide a comprehensive service so you can set and forget the administration of your SMSF!
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We provide an SMSF Accredited Specialist to partner with you and assist you in all matters relating to your SMSF.
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​We reconcile your fund daily providing you access anywhere, anytime to your SMSF specialist reports.
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​We monitor contributions and pensions daily, ensuring you satisfy annual compliance requirements.
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​We handle your fund’s compliance including the preparation of various adhoc minutes and answering day-to-day questions about ‘how-to’ run your SMSF.
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​We handle all year-end reporting obligations, preparation of the annual return and financial statements.
​
​We appoint and liaise with independent external Auditors to facilitate the annual audit.
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As SMSF Specialists, we can provide strategic advice if and when you
need it.
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Our online reports are available via pc, tablet or your mobile phone.
We’re Good with Numbers
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CONTACT
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Phone: 0414 509 179
Level 15, 2 Corporate Court, Bundall, Queensland 4217