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Self-managed superSMSF set-up and administration, handled properly
Running your own fund gives you control — and a compliance obligation that has to be met every single year. We take care of the second part so you can get on with the first.
Full-service fund administration
We administer funds in BGL 360 and work with independent SMSF auditors, so your fund is prepared, audited and lodged to the same standard every year.
- Fund establishment — trust deed, trustee company if required, ABN, TFN and ATO registration
- Rollover and contribution processing, including SuperStream setup
- Annual financial statements prepared in BGL 360
- Member statements and preservation component tracking
- SMSF annual return prepared and lodged with the ATO
- Independent audit coordinated and managed on your behalf
- Investment strategy documentation and annual review minutes
- Pension commencement, minimum pension calculations and TBAR reporting
- Limited recourse borrowing arrangement (LRBA) structuring and reporting
- Wind-up, rollout and fund closure where a fund is no longer worth running
Is an SMSF right for you?
An honest conversation about balance, costs, time commitment and what you actually want to invest in. If an SMSF is not worth it for you, we will say so.
Establishment
Deed, trustee structure, ABN and TFN, bank account and electronic service address — usually complete within a week of receiving your details.
Rollovers & contributions
We coordinate rollovers from your existing funds and set the fund up to receive employer contributions through SuperStream.
Annual compliance
Financials, member statements, the SMSF annual return, and the independent audit — managed each year without you chasing anyone.
Ask us about your fund
Setting one up, moving from another administrator, or years behind on lodgement — all of it is fixable.
Behind on your SMSF lodgements?
Overdue SMSF annual returns can put the fund's complying status at risk. Get in touch and we will map out exactly what it takes to bring the fund back up to date.